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The Opportunity in Change: How Changing Goals Change Financial Plans

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The Opportunity in Change: How Changing Goals Change Financial Plans

During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to take out home equity or get a bridge loan, we were able to put a down payment on the second home and be OK for those three weeks.

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Thanksgiving 2021

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Thanksgiving 2021

THANKSGIVING 2021 November 22, 2021 Thursday is Thanksgiving, and I would like to continue with my annual tradition of listing the things for which I am most thankful, and encourage you to do the same. For me, at least, it makes the challenges of life somehow less daunting. At the same time, I would encourage you to be mindful of and helpful toward people who are facing serious challenges, especially those in your own community who have fallen on hard times. Before listing my thanks, I’d like to take a moment to acknowledge that not everyone is having a great...read the full article

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Expand Your Charitable Reach

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Expand Your Charitable Reach

As a kid, Zachary Conway’s financial advisor father tried to instill good savings and charitable habits. Conway, founder and CEO of Seeds Investor, recently told the Framework podcast team about how that worked. When he got his monthly allowance, he divided it up among several containers: one for savings, one for spending and and one for charity.

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Yes, You Can Make a Solid Long-Term Care Plan. Here’s How and Why It’s Important

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Yes, You Can Make a Solid Long-Term Care Plan. Here’s How and Why It’s Important

In today’s world it’s fair to say that most reasonable people believe that they are going to live a long life, and, when you live a long life, it’s also fair to say that sooner or later at some point, we’re going to need some form of care.

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Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act

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Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act

By Jamie Hopkins In September, I covered the proposed tax plan released by Democrats on the House Ways and Means Committee, which would help pay for the $3.5 trillion Build Back Better Act through changes to corporate, personal and other taxes, as well as retirement plans.

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Breaking Down the Basics of ISOs

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Breaking Down the Basics of ISOs

Companies have several tools they can deploy in order to retain top talent, and one that is gaining traction is incentive stock options, or ISOs. Much like non-qualified stock options (NSOs), ISOs are a form of equity compensation in private or public companies.

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As Gaming Industry Levels Up, So Does Its Value to Investors

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As Gaming Industry Levels Up, So Does Its Value to Investors

Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.

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Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

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Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

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Creating Awareness Around Life Insurance

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Creating Awareness Around Life Insurance

There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives. 

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Thinking of Social Security as Our Biggest Asset

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Thinking of Social Security as Our Biggest Asset

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.

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