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Financial Planning

The Advantages of a Family Trust

Family trusts are an important tool for managing wealth across multiple generations. They can help you avoid the time-consuming and costly process of probate, keep your assets private, minimize taxes, and ensure that your wealth is distributed according to your wishes.  Family trusts tend to be most appropriate for families with large estates or a…

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4 Questions to Help With Transitioning to Retirement

For the most part, we all share the same common fears while on our walk to retirement: Will I be okay? Will I have enough money? How will I fill my time? While there’s no crystal ball to answer these questions, we can find comfort in knowing that all transitions in life can be more…

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Updating Your Business Plan for 2023

As we approach the holidays, many of you will be thinking about what type of person you want to be in a year’s time, what about what type of business owner you want to be? Here are 3 tips on re-evaluating your business plan for 2023. Reevaluating your supply chain 2022 saw a rise in…

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Investing During a Bear Market

Lately, financial pundits seem to be constantly warning that a bear market is coming, arguing over whether one has begun or predicting when one will end. It’s less common for them to actually define one. From their ominous tone, you can tell it’s less appealing than its counterpart, a bull market. But what is it…

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Protecting Against Inflation

It’s been a long time since investors have had to worry about inflation. Now it’s been in the headlines, because prices have been rising faster than expected. Let’s talk about what that means and what you can do to protect your portfolio.  Before you start to worry about how inflation might affect your investments, let’s take…

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Understanding Student Loan Forgiveness

The forgiveness or restructuring of debt is one of the oldest governance mechanisms in the finance sector. From Israel’s years of Jubilee abolishing debts to George Washington’s Debtor’s Prison Relief Act of 1792 restructuring the American debt system and the more modern GI Bill, this mechanism has a long, but infrequent tradition. Now, the current…

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Smart Ways to Save for Your Child’s Education

If you’re a parent, the start of a new school year may have you considering how much you’re able to set aside for your child’s college fund. The national average for annual college tuition for 2022-2023 is over $39,000 for private school and over $10,000 for public, in-state tuition¹. And, that does not include living…

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An Introduction to Bond Ladders

Bonds play an important role in a diverse investment portfolio. As fixed-income securities, they can provide a stable return until they mature. As with any investment, bonds are subject to a certain amount of risk. Interest rate risk, for one, is the possibility that interest rates will rise after an investor buys bonds, causing them…

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It’s Time to Have “The Estate Plan” Talk

Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two difficult topics — money and death. But talking with your adult children about their inheritance can provide significant advantages for you and them. It can help your heirs better prepare for the future and give you a…

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