Category: Financial Planning

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    How to Talk to Your Family About Your Estate Plan and Avoid Complicating Their Grief

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    How to Talk to Your Family About Your Estate Plan and Avoid Complicating Their Grief

    Sarah Duey   I once had clients with only one daughter. They created a trust for only their grandchild without ever telling their daughter why.   As the trustees, we worked with this daughter, because her child was still a minor. There were hard feelings — a lot of wondering why her parents …

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    Tips to Help You Stay Strong During Market Volatility

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    Tips to Help You Stay Strong During Market Volatility

    It’s almost impossible not to feel anxious at the dips and dives the stock market has been taking recently, compounded by relentless inflation-focused headlines. That’s why you might be surprised to learn there’s a lot of positive news to be had, despite the market uncertainty. 

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    529s, Roth IRAs and Other Strategies for Your College Savings Plan

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    529s, Roth IRAs and Other Strategies for Your College Savings Plan

    By Craig Lemoine, Director of Consumer Investment Research   I often find college savings at the top of my pile of financial stressors. Unless I find a money tree in my backyard, my oldest child is going to turn 18 well before I retire. We all have different values surrounding the educ …

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    Where is the Money Tree? How to Teach Kids About Money, Credit Cards, Saving, Investing, Venmo and More

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    Where is the Money Tree? How to Teach Kids About Money, Credit Cards, Saving, Investing, Venmo and More

    Craig Lemoine, Director of Consumer Investment Research      Ask kids what they think money is, and you get some interesting responses.  Over the last month, I asked my friends, family and neighbors if I could pose a question to their children about money. Their answers covered it all …

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    To Give Now or Give Later?

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    To Give Now or Give Later?

    Tom Fridrich, Senior Wealth Planner    You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and that you’re in a place where you’re figuring out whether to tran …

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    The 3 Inflection Points Behind the Stock Market’s Dip

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    The 3 Inflection Points Behind the Stock Market’s Dip

    Burt White, Chief Strategy Officer   So far, 2022 is off to one of the worst ever starts of a year for stock returns. And the reasons are numerous and front of mind for us all: an unexpected war in Ukraine, the lingering impacts of COVID-19, the highest inflation rates in 40 years and the …

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    7 Tips to Help Protect Your Money Against Scams

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    7 Tips to Help Protect Your Money Against Scams

    Whether perpetrated over the phone, via text, by email or online, financial fraud is a crime that unfortunately just keeps growing. Earlier this year, the FTC reported that it received 2.8 million reports of fraud from consumers in 2021, with losses estimated at $5.8 billion – a hefty 70% i …

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    The End of Silly Season

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    The End of Silly Season

    Joel A. Larsen Principal, CERTIFIED FINANCIAL PLANNER™ I’m not sure where I first heard the term “Silly Season” to describe the stock markets’ continued rise above any reasonable valuation based on earnings, but it seems appropriate. After the passage of the 2017 Tax Cuts and Jobs Act reduc …

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    Talking to Your Financial Advisor During Market Volatility

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    Talking to Your Financial Advisor During Market Volatility

    When market volatility occurs, it’s completely natural to feel anxious about your finances. This is an uncomfortable time for all investors – seasoned and new. 

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    What to Do About Inflation’s Impact on Your Finances

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    What to Do About Inflation’s Impact on Your Finances

    By Craig Lemoine, Director of Consumer Investment Research   Suppose last year you went grocery shopping and filled your cart with $100 worth of items. This year, you went to the same store and bought the same items – this time, the bill rang up at $107.50.   The difference of $7.50 re …

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