Investing with Purpose
What is the difference between investing and having a financial plan? While investing can be fun and invigorating...
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Strategies to Pay Less Tax
As we are now in the thick of tax season, I get asked frequently “how can I pay less in tax?” While you should usually...
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Be Careful When Tidying Up Your Documents
Marie Kondo and her show Tidying Up on Netflix seemed to strike a chord with many people and now everyone is clearing...
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Financial Missteps
Personal finance, like just about everything else, is mainly common sense. Advice like “don’t spend more than you make...
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Control What You Can
The pain being inflicted by a diversified set of asset classes in 2018 hasn’t been witnessed since Don Mclean’s American...
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How to Effectively Use an Annuity
Annuities come in many different shapes and sizes but at the foundation they are an insurance product that issues some...
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Double Up Tax Strategy
We are in the last quarter of the year now and the holiday season is right around the corner. People are preparing by...
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Is Diversification Dead?
With recent wide performance differences between stocks (16.07%) vs. bonds (-4.00%), US (16.07%) vs. Non-US (-1.61%)...
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Active vs Passive Investing Debate
In my 13 year career as a financial planner I have not typically condemned certain products. All products have a purpose...
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What is Sustainable Investing?
Sustainable investing is the idea that businesses can provide a net benefit to our society through their services or...
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How to Reduce your Tax by Picking the way you Calculate Cost Basis
A simple way to reduce your tax liability can be to change how you calculate your cost basis on holdings that you sell...
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How to Take Advantage of the Tax Changes
With the new tax law comes lower taxes for some but it also changes the way you need to approach charitable giving if...
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