Broker Vs. Fiduciary: How Are They Different?

Posted by Dan Ebinger & Jake Sadler on July 18, 2022
The advice you receive from a financial advisor can put you on track to realize your dreams, whether they involve building a business, passing down wealth to future generations, or something else entirely. However, in some cases, if the financial advice you receive isn’t in your best interest, ...
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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
Investing your money in mutual funds is a great way to diversify your portfolio by gaining access to different asset classes and countries in a simple and low cost manner. However, as is the case with any investment, you should understand the tax consequences of mutual funds before you purchase ...
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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
Saving for your child’s college education is a key part of family financial planning. Preparing for these important years in your child’s life will help ensure you have the funds available to pay for college when the time comes. Ideally, one aspect of your planning will be to understand the tax ...
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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

4 Alternatives To 401(k) For Small Businesses

Posted by Jake Sadler on May 10, 2022
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Topics: Financial Planning, Retirement Planning, Business Owner News

Should I Sell My Business? 6 Things To Consider

Posted by Dan Ebinger on May 04, 2022
As a business owner, you’ve overcome many obstacles and hopefully enjoyed many successes. But whether your excitement is wearing thin or you’re looking to start another business venture in the future, you may be wondering: Should I sell my business?
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Topics: Financial Planning, Business Owner News

3 Ways To Use Debt To Build Wealth

Posted by Jake Sadler on May 02, 2022
Though it may seem counterintuitive, some financial concepts we’re taught to think of as “bad” can actually be used to help achieve our long-term financial goals. One of these concepts is debt.
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Topics: Financial Planning, Wealth Management

3 Key Tax Strategies For High-Income Earners

Posted by Dan Ebinger on April 29, 2022
Whether you recently became a high earner or have been for years, paying close attention to tax planning opportunities can have a significant impact on your ability to accumulate wealth. Broadly speaking, tax planning involves the following:
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Topics: Financial Planning, Wealth Management

Am I Ready To Retire? Consider These 4 Financial Aspects

Posted by Jim Kantowski, CFP®, CPA on April 05, 2022
After several decades of working, it’s only natural to dream of finally vacationing around the world, moving to a cabin or a beach, or just sleeping in every day—whatever it is you envision once you leave the workforce. But how do you know when to retire? The whole process depends on two ...
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Topics: Financial Planning, Retirement Planning

Financial Literacy For Women: Key Tips and Resources

Posted by Sarah Langenohl on April 04, 2022
More women are increasingly becoming breadwinners, corporate
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Topics: Financial Planning, Wealth Management