How Are Financial Advisors Paid? A Fee And Cost Guide

Posted by Jake Sadler on September 26, 2022
How are financial advisors paid? This is an important question to ask because it can directly impact your financial future. The source and structure of an advisor’s compensation can indicate where that advisor’s interests may lie, shedding light on any potential conflicts of interest that could ...
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Topics: Financial Planning

The Importance Of Estate Planning: 6 Key Elements

Posted by Bill Hufnell, CPA, CFP® & Jake Sadler, CFP® on September 12, 2022
Whether or not you’ve considered estate planning at this point in your financial journey, if you have assets and an estate, you need an estate plan. Without an estate plan, you and your family could be vulnerable to financial risk. In this guide to the importance of estate planning, we’ll break ...
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Topics: Financial Planning

A Guide To Retirement Income Planning

Posted by Jake Sadler on September 08, 2022
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Topics: Financial Planning, Retirement Planning

Divorce Financial Planning: 7 Key Tips For Divorcees

Posted by Lyn Dippel, JD, CFP® on August 22, 2022
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Topics: Financial Planning

What Is A Charitable Remainder Trust (CRT)?

Posted by Dan Ebinger on August 18, 2022
When you have charitable giving intentions, the options available to you to fulfill them can be overwhelming. In this article, we’ll look at one specific charitable vehicle: a CRT trust (charitable remainder trust). We’ll define what a CRT trust is, explore two types of CRTs and the assets you ...
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Topics: Financial Planning, Wealth Management

What Is My Liquid Net Worth? (How To Calculate)

Posted by Billy Hufnell on August 17, 2022
Even if you’ve never considered it before, “What is my liquid net worth?” is a question worth asking. Understanding your current financial situation is essential to determining how you’ll reach your future objectives—for example, whether you’ll have enough money to fund your ideal retirement.
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Topics: Financial Planning

Broker Vs. Fiduciary: How Are They Different?

Posted by Dan Ebinger & Jake Sadler on July 18, 2022
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Topics: Financial Planning

What Do I Need To Know About Mutual Fund Taxes?

Posted by Jim Kantowski, CFP®, CPA on July 14, 2022
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Topics: Financial Planning, Wealth Management

A Guide To Understanding The Maryland 529 Tax Deduction

Posted by Jim Kantowski, CFP®, CPA on July 05, 2022
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Topics: Financial Planning

3 Alternatives to Bonds In 2022

Posted by Jake Sadler on May 17, 2022
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Topics: Financial Planning, Investment News