We recently started a 3-part blog series of letters called “Questions You Were Afraid to Ask.” Let's tackle question #2, "Why is the price of the Dow so much
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When it comes to your finances, there are no bad questions. And for those of us who know the answers, our job is to make sure others know them too. Today our
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Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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The older you are when you file for Social Security benefits (until you reach age 70) the greater your annual payment for the rest of your life. Find out how!
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Here are 16 financial resolutions to help make 2022 healthy, happy, and successful.
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Your age plays a significant role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties. Here
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Many of us get so caught up in the holiday madness that we toss our budget aside and fall into what seems to be a never-ending spending cycle. You don’t have to
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Although the IRS generally doesn’t care when you make a major gift, the timing can make a big difference to your heirs. Giving a smaller amount when your heirs
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As you know, Thanksgiving is a time for reflecting on all that we have to be thankful for. It occurred to us the other day that, as your financial advisor, we
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Too often, small-business owners spend so much time and energy building their companies; they neglect their financial futures. As a result, when faced with an
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According to CNBC, 78% of small-business owners plan to sell their businesses to fund anywhere from 60%—100% of their retirement. The biggest challenge for
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After the year(s) of COVID, many can't wait for a Government stimulus to bail them out and are instead looking for ways to fund their business and get back on
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