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The Top 4 Regrets In Retirement

Published by Ryan Cooley What’s the first thing that comes to mind when you think about your golden years in retirement? Do you have the desire to travel? Are you simply looking forward to all the time and freedom you’ll have? Are you planning to spend more quality time with family? Most of the time, we look ahead with excitement, relishing the thought of slowing down and finally having all the time in the world to pursue passions and invest in relationships. But there’s a lot more to planning for retirement than just counting down the days until you turn...read the full article

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The Top 5 Challenges Of Required Minimum Distributions

Published by Mark Ring, Wealth Advisor Earning a driver’s license is a classic American rite of passage for teenagers on the cusp of adulthood. On the other end of the spectrum is another rite of passage, though not nearly as exciting: required minimum distributions (RMDs). To prevent retirement savers from being able to defer paying taxes indefinitely, the government mandates regular withdrawals from retirement accounts starting at age 70½. All retirement accounts are subject to RMDs except for Roth IRAs. (1) This secondary rite of passage is not without its challenges, and here are the top five.

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Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

By Jamie Hopkins Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked.

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A Second Opinion And A Cup Of Coffee

Published by Daniel Morrison, Wealth Advisor Go ahead and take a moment to look back on the past five to ten years of your life. How much has changed? As life goes on, very few things will remain the same. And while change is something the majority of us have generally come to accept as a healthy and natural part of life, it still requires adaptation and flexibility, especially when it comes to your finances.

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How Might The Market Behave In 2019?

Published by Ryan Cooley The end of 2018 brought with it some downward market trends, but what’s in store for 2019? It’s exciting to watch analysts make predictions for the coming year, but it’s important to remember what they are: predictions. These people are experts at analyzing trends, not fortune tellers. Sometimes they’re right, sometimes they’re partially right, and sometimes they’re dead wrong. With so many variables to take into consideration, 2019 is especially uncertain. Will it be the year we finally transition out of a bull market? What sectors are expected to over- and under-perform? What can you do...read the full article

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year end planning

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7 Year-End Planning Tips from a Wealth Planner

Published by Mark Petersen, Vice President Affluent Wealth Planning The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed.

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Ten Questions To Ask Your Financial Advisor

Published by Mark Ring, Wealth Advisor Do you ever feel overwhelmed when trying to choose a doctor, a contractor, or a company to do business with? With so many choices, how do you know which one will be the right fit for your situation or personality? How do you know if you’ll like them or work well with them?

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Five Financial Actions To Take Before The Ball Drops In 2018

Published by Daniel Morrison, Wealth Advisor As we approach the year’s end, in the midst of all the holiday hustle and bustle, the last thing you want to think about is taking care of your finances. But since finance-related resolutions take third place for most popular New Year’s resolution, (1) why don’t you give yourself a head start on your 2019 financial goals? Here are 5 critical financial actions you’ll be glad you tackled when the ball drops on New Year’s Eve!

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The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being.

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Long-Term Care Month: What’s Your LTC Plan?

Published by Ryan Cooley If someone told you that you had a glaring gap in your retirement planning, would you make an effort to remedy the problem as soon as possible? Unfortunately, many Americans have just such a blind spot in the form of long-term care, with only 1 in 5 adults taking any action toward financing their future long-term care expenses. (1) Since an average 63% of today’s 65-year-olds will require some form of long-term care during their lifetimes, it’s critical to have a plan to pay for these costs. (2)

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