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We’re Never Too Busy To Help Someone You Care About

Published by Ryan Cooley One of the most prominent roles in a person’s life can be that of a financial advisor who aims to know your goals and dreams and provide trusted counsel. It’s no surprise, then, that it can be incredibly overwhelming to find an advisor you trust and with whom you want to form a long-lasting relationship.

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Traditional IRA, Roth IRA, tax/taxes/taxable

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Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

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What I Wish I Had Known About Money When I Was Younger

Published by Daniel Morrison, Wealth Advisor When I was younger, I had a very simplistic view of money: earn it, spend it, and then do it all over again. It was very black and white.  As someone who has been in the financial industry for almost 30 years, I know now that there is so much more to personal finances than the earning-and-spending cycle. There is budgeting, saving, investing, and so many more things I wish I had known about money when I was younger. If I could hop into a time machine and go back to my childhood, this...read the full article

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Our Midyear 2019 Economic Update

Published by Mark Ring, Wealth Advisor At the beginning of the year, we took some educated guesses on what the economy might do in 2019. Now that we’ve arrived at the halfway point of the year, let’s look back and see what actually happened, where we are now, and what that might tell us about the rest of 2019.

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planning through the decades

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The Progression of Financial Planning Through Every Decade of Your Life

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

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buying a car

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How to Buy a Car Without Losing Your Mind (or Your Wallet)

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

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estate planning, financial planning,

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Why You Need a Will (and You Need One Today)

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

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How Millennials Can Catch Up For Retirement In A Hurry

Published by Ryan Cooley Millennials are in a tough spot these days. They likely spent their college or early working years dealing with the repercussions of the 2008 recession in the form of unemployment or lower starting wages. They carry a heavy student loan debt load but also understand the importance of saving for the future. They face high housing costs and increased costs of living, all the while wages aren’t growing as quickly as their parents’ did. (1)

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long term care planning

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5 Reasons to Think About Long-Term Care Planning Today

I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping protect himself and his family.

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Why You Should Consider Sending Your RMDs Straight To A Charity

Published by Mark Ring, Wealth Advisor If you’re like most of our clients, you are generous. You realize that the world goes far beyond just you and your family and you want to leave your mark on it. You are grateful for the opportunities you have received and want to pass it forward in a meaningful way.

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