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The Benefits and Risks of Income Investing

Income investing is a strategy that seeks to provide investors with passive income from the assets they hold. This strategy may be attractive to people working toward financial independence or who need a predictable stream of income in retirement. Investors looking to embark on an income investment strategy may consider adding dividend stocks, bonds, and…

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Rising Interest Rates

Did you know that consumer prices climbed 6.8 percent in November from the past year – the quickest pace of increase since 1982? Inflation is real and the Federal Reserve is about to take action. The federal funds rate (currently set at zero) is expected to be increased three times in 2022. Let’s talk about…

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Why You Need an Evolving Financial Plan

Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as your career evolves and big changes like marriage, having a child, or getting a new job may warrant adjustments to your long-term plan.  Here is a look at the situations…

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Building A Socially Responsible Investment Portfolio

Our values impact the ways in which we shop, socialize, and even invest. When it comes to investments, more and more people are wanting to invest in companies with whom they share values. In this video we will discuss one of the more simple approaches: Socially Responsible Investing (or SRI). What is SRI (or Socially…

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How Diversifying Your Portfolio Can Mitigate Risk

Risk is an inherent part of investing. After all, no one can control the losses or gains of a particular asset, sector, or the market as a whole. But you can take steps to manage your risk by diversifying your portfolio. Here’s a look at what diversification is, why it matters, and how to do…

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4 Tips to Saving Money This Holiday Season

With the holiday season quickly approaching, it is easy to go a bit overboard when it comes to holiday spending. In this video, I want to walk you through 4 tips that can help get you through the holidays without breaking the bank. 1. Set A Spending Limit Give your future self some peace of…

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Tax Planning Strategies to Consider Before 2022

As the year end approaches, we wanted to share with you important tax strategies to consider, which may help you save on your taxes–now and in the future. Watch this video for a quick summary of the year-end tax tips. Here are the year-end tax planning tips to consider: 1. Potential benefits of converting to…

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Evaluating Your Executive Stock Options

As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of compensation, they also leave you with plenty of decisions to make about how and when to use them. It’s important to understand the ins and outs of stock options to…

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The Unique Advantages of Health Savings Accounts

You’ve probably heard the term “Health Savings Account” or “HSA” before. What is it? Why is it valuable? In this video, we’ll discuss the unique advantages it can have for you and your family. What is a health savings account and how do you qualify? A health savings account (HSA) is a tax-advantaged savings account…

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The 2021 Child Tax Credit: An Overview

Every year, the Child Tax Credit reduces the tax liability of American parents. If it lowers their tax burden below zero, it can even put money in their pockets. The credit’s size increased following the Tax Cuts and Jobs Act of 2017. And now, thanks to the American Rescue Plan Act of 2021, it’s even…

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