Financial Planning

Cybersecurity Resources

With minimal risk and the potential for significant rewards for…

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Setting up for a smooth transition out of your family home

Unlike so many of life’s moments of transition, the ideal…

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Avoiding Lifestyle Creep

One of my passions as a financial planner is to…
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How much is your emergency savings fund?

A long-standing rule of thumb has been three to six…
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Why We Often Recommend Our Clients Have a HELOC

A home equity line of credit (HELOC) may provide a borrower with…
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ROTH IRA Opportunities for Kids and Young Adults

A Roth IRA offers tax-free growth, making it a very attractive…
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Why Educators Should Pay Close Attention to Retirement Plan Fees

Many teachers have 403(b) employer retirement plans, which have saving…
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Tips for Preventing Fraud

Tips for preventing fraud Cybercrime and fraud are serious threats…
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Lease or Buy Decision

Many big-ticket consumer items, such as cars, computers, and furniture,…
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Understanding Your Restricted Stock Units

RSUs – Restricted Stock Units – have become a more…
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