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Three Stages of a Small Business Lifecycle and How to Prepare for Them

Mar 03, 2020

Starting and maintaining a small business, as well as supporting one, can be a daunting task at the best of times.

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The Retirement Panic Attack You Never Saw Coming

Forbes
Feb 28, 2020

When someone first retires after years of working and building up their assets, the idea of no longer getting a regular paycheck and starting to work off saved money instead of earning it can be unsettling--to some, even a source of recurring anxiety and panic.

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How to Get a Tax Deduction for Charitable Giving

Bankrate
Feb 28, 2020

While many people may be aware that charitable giving is a way to cut down on their tax bill while doing something good, it’s a bit more complicated than they might think--and might not help at all unless they know some of the basics of modern philanthropy.

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Top Tips for Protecting Your Assets

HerMoney
Feb 26, 2020

While no one likes to think about the end of their lives, especially when it relates to finances, planning for what will happen to your estate and other assets after you’re gone is a critical component of sound financial planning.

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401(k) Investors Dump Equities After Market Sell-Off

CNBC
Feb 26, 2020

As the stock market’s recent downturn continues, investment experts say we’re witnessing the highest levels of sell-offs and stock trading in nearly two years, particularly in 401(k) and other retirement accounts. But is it the right time to cut potential losses?

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Three Ideas Keeping Clients from Saving and How Advisors Can Address Them

Feb 25, 2020

Talking to clients about saving for retirement can be a bit like trying to convince your grandparents to use the internet. For many, putting money aside for the future--much like learning a new piece of technology--just doesn’t seem necessary.

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A New Road to Retirement Income

ThinkAdvisor
Feb 24, 2020

As the financial services sector continues to adapt to the SECURE Act, put in place at the beginning of the year, the question of how it will affect people’s efforts to save for retirement is still very much unsettled.

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Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning

Feb 21, 2020

Life insurance in estate planning needs a fresh look. Instead of assuming the use of an irrevocable life insurance trust (ILIT) as the default estate planning approach, we should instead look at it as one of many ways of implementing a life insurance strategy.

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Roadmap to College Planning for Advisors

Feb 21, 2020

Today's financial world is changing, and advisors are expected to change with it. More and more, clients are seeking out financial planners who can provide guidance in all aspects of their life, and often this includes planning for college.

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Five Pieces of Financial Wisdom from the Presidents

Feb 17, 2020

Once a year on Presidents Day, we all pause to remember those who have served our country in the highest office in the land and reflect on their legacies of sacrifice, service, and honor.

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