Articles


June 26, 2025 When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions

No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …

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January 18, 2019 4 Quick Money Saving Tax Tips

Over the course of your life, you might spend thousands of hours monitoring your investments and savings. But how much time do you spend on tax …

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January 11, 2019 2019 Investment Checkup

Your savings are your future. How you manage your money today impacts your quality of life tomorrow. When it comes to your approach to investing, of …

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December 28, 2018 Happy Financial New Year!

You could have a better year if you just do these things. You may think that all resolutions are a big waste of time. Yet I’ve worked with a lot of …

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December 14, 2018 5 Direct Reasons to Finish Your Estate Plan Today

You don’t want to deal with it. I don’t want to deal with it. But you need to get it done. Then you can put it behind you and never think about it …

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November 16, 2018 4 Important End-of-Year Tax Considerations

Who does your taxes? And, more importantly, why do they get to do them? What I mean is, when it comes to your retirement planning, your taxes and …

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November 07, 2018 From a tax consideration, would paying off my mortgage be a bad move?

Reader’s Question: I’m 59 and recently had to retire and go on disability. I’ve always made a good living, been a great saver, and a careful, …

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October 30, 2018 3 Things to Consider Before Moving to a No Tax State

For many people, the desire to cut expenses is a moving experience. We have clients all around the country. So there’s a pretty substantial …

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October 12, 2018 3 Key Considerations about Mutual Funds

A mutual fund enables investors to “group” their money together in a professionally managed portfolio. Over 55 million people own them.[1] Think of …

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September 26, 2018 Your 2019 Taxes 4 Things to Do Right Now

Remember when taxes were something you began worrying about on April 1st? The good ol’ days. That’s okay. As the tax code has changed, you simply …

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