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Could Rising Interest Rates Cool the Housing Market? Thumbnail

Could Rising Interest Rates Cool the Housing Market?

Typically, when mortgage rates increase, affordability decreases, and demand slows. Reduced demand also hurts sellers as they need to reduce the prices of their homes in order to attract buyers. While low interest rates tend to increase demand for property.

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Want to Reach Millionaire Status by Age 65? Thumbnail

Want to Reach Millionaire Status by Age 65?

It’s hard to think about leaving the workforce when you’ve barely entered it. Or when, in the case of many millennials, you haven’t quite hit your earning stride and are also trying to buy a home, start a family, pay off student loans, start a business, or… well, live!

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Why Cutting Out Starbucks Won't Make You Rich Thumbnail

Why Cutting Out Starbucks Won't Make You Rich

While eliminating these small pleasures might marginally improve your situation, it’s not the solution that those in their accumulation years should be focusing on. Save your energy and focus on actions that will matter more in the long run.

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It's Ok to See Your Portfolio Dip Sometimes Thumbnail

It's Ok to See Your Portfolio Dip Sometimes

We’ve been incredibly lucky with the stock market over the past decade. Every year since 2013, the S&P 500 has hit new all-time highs—including one from earlier this year. And even though the Nasdaq has been suffering as of late, it has compounded 21% per year for the last five years.

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Why Women Should Take Control of Their Finances Thumbnail

Why Women Should Take Control of Their Finances

Every March we recognize the contributions of women to events in history and contemporary society with both Women’s History Month and International Women’s Day on March 8th. The esteemed female members of our team came together to give their input on a matter.

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3 Modern Marketing Tips Thumbnail

3 Modern Marketing Tips

Marketing tips from your financial advisor? We know, this isn’t your typical financial advisor post, but we aren’t your typical financial advisors. Yes, you still need to know about taxes and retirement planning, but what about some tips on how to make more money now?!

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Hey, Are You Doing Stuff? Thumbnail

Hey, Are You Doing Stuff?

In case you haven’t noticed (and it’s totally ok if you haven’t), 2022 markets have gotten off to a rocky start. Volatility has been the flavor of the month (going on two months now) and has investors wondering 1) What’s going on? 2) Is the stock market ok? 3) Are you doing stuff?

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Financial Resolutions (Not Just for the New Year) Thumbnail

Financial Resolutions (Not Just for the New Year)

In honor of the New Year… NOPE! Scratch that. It’s already February. No, we didn’t miss it. We didn’t forget. This was the plan all along. Here’s why: Reason #1: January is simply too busy as is. We have found that many business owners are still metaphorically “hungover” from closing out...

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Marketing Your Small Business in the New Year Thumbnail

Marketing Your Small Business in the New Year

As a business owner, you always want to stand out from the competition. But, with so much on your plate it can be hard to keep up with the most effective marketing trends. And let’s face it, marketing is tough. Unless you are in the marketing field, you may not have a clue where to begin...

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The Do's and Don'ts of Corporate Gifting Thumbnail

The Do's and Don'ts of Corporate Gifting

Remember that awesome gift you got from your boss that one time? No, you don’t. Nobody does. But everyone definitely remembers the crappy ones. The ones that felt like a stinging slap in the face on a cold winter day.

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How to Reduce Taxes On the Sale of Your Business Thumbnail

How to Reduce Taxes On the Sale of Your Business

When it comes time for a business owner to transition or sell their business, taxes tend to be one of the most important planning points. After all, a solid tax planning strategy remains one of the most essential components of building personal wealth and preserving...

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Achieve Financial Freedom When Selling Your Business Thumbnail

Achieve Financial Freedom When Selling Your Business

You've spent years, decades even, building your company into a successful enterprise. But as you near retirement age, your business might be the most valuable asset you have, so naturally, selling this asset to achieve financial independence sounds like the most viable retirement option...

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Could the Backdoor Roth Be Eliminated? Thumbnail

Could the Backdoor Roth Be Eliminated?

The backdoor Roth is a well-known strategy used by high-income earners to minimize the tax paid on the growth of their investments. The American Families Plan, proposed by the Biden administration in April of 2021, has the approach directly in its crosshairs. Will it be eliminated?

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Financial Planner or Advisor - Which is Right For You? Thumbnail

Financial Planner or Advisor - Which is Right For You?

Today, more people are seeking financial advice than ever before. However, in the highly fragmented and muddled world of financial services, it can be challenging to find the right type of financial advisor. Given a choice, most people would want to work with a professional...

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