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

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

How Often Should I Refinance My Mortgage?

Posted by Billy Hufnell on March 24, 2022
Home ownership comes with fantastic benefits, like building equity in your property and having a place to live that your family can call your own. However, as most homeowners know, owning a home also comes with costs (how about a new furnace, anyone?). That’s why it’s important to find ...
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Topics: Financial Planning, Wealth Management

Everything You Need To Know For Tax Season 2022

Posted by Jim Kantowski, CFP®, CPA on February 23, 2022
It’s the most wonderful time of the year! No, not the holidays—it’s tax season 2022.
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Topics: Tax News, Wealth Management

A Quick And Easy Guide On How To Set Up A Trust

Posted by Billy Hufnell on February 07, 2022
Making the decision to set up a trust for a child or an adult family member is a critical part of estate planning. Creating a trust can protect your family’s wealth as it gets passed down to future generations. It can also help secure your loved ones’ financial futures. The first step? ...
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Topics: Financial Planning, Wealth Management

Donor Advised Funds: What Are The Pros And Cons?

Posted by Billy Hufnell on January 27, 2022
Supporting a cause you feel passionate about is a major financial objective for many Americans. Whether your budget for charitable giving is large or small, understanding the best way to donate your money can help you maximize your impact and minimize your tax bill. This is why it’s crucial to ...
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Topics: Financial Planning, Retirement Planning, Wealth Management

What Are Alternative Investments? What To Know

Posted by Dan Ebinger on January 24, 2022
From age-old staples like gold to modern trendsetters like cryptocurrency, alternative options to stocks and bonds have long intrigued investors. However, not all investments are a wise choice for everyone to introduce into their portfolio. In this article, we’ll answer the question, “What are ...
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Topics: Financial Planning, Wealth Management

3 Signs You Should Rebalance Your Portfolio

Posted by Jim Kantowski, CFP®, CPA on December 08, 2021
Are you losing sleep over your investments? Implementing a portfolio rebalancing strategy is an excellent way to give yourself some peace of mind (and a few more hours of shut-eye every night). In this article, we’ll outline three signs that indicate you should rebalance your portfolio—while ...
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Topics: Wealth Management

4 Benefits Of Diversification In Your Investments

Posted by Jim Kantowski, CFP®, CPA on November 22, 2021
Diversification can be described as the only “free lunch” in the investment world. There’s no cost to diversifying, and it provides reduced volatility with the potential for increased returns.
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Topics: Wealth Management