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How to Fit the Kids’ College into Your Financial Plan

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …

Is Your Pension Enough?

Published by Ryan Cooley, Associate Wealth Advisor Having a pension plan can be an amazing employee benefit and a stable part of a well-balanced retirement plan. If you have put in a lifetime career with the same employer, then you will likely see a very large portion of your compensation c …

The Promise of the Biotech Industry and What It Could Mean to Investors

I bet you’ve never heard of Dystrophic Epidermolysis Bullosa (DEB). It’s a rare disease where a person’s skin falls off! Areas that are often rubbed, like your elbow from sitting at a table or your thighs from wearing pants, become a constant battle. It’s painful, and patients suffer from f …

How Business Owners Can Save For Retirement And Reduce Taxes

Published by Mark Ring, Managing Partner, Founding Partner, and Wealth Advisor   It may seem obvious at face value, but the primary purpose of starting a business is to make money. Many business owners manage to accomplish that task very well. However, a consequence of making a lot of …

Traditional or Roth – Which IRA Works for You?

Many of us all but ignore our retirement accounts for much of our working lives. We look at a pay stub and have a vague sense of the “minuses:” Social Security, insurance, taxes. But the IRA is one of the most powerful retirement savings tools available to us, and so it warrants our attention. 

Is A Vacation Home Really An Investment?

Published by Daniel Morrison, Founding Partner and Wealth Advisor   It happens to the best of us. We go on a vacation to the beach or the mountains and dream about what it would be like to have our own little place to retreat to whenever we want. But before you start searching Zillow a …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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