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Raising Financially Responsible Children Thumbnail

Raising Financially Responsible Children

So, how do we make sure our children grow up to be financially capable adults? We can start by teaching financial literacy at home with these great tips - be a good financial role model, think of creative ways to get your child involved, build good habits with allowance, and set goals they can visualize.

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10 of the Best Money-Saving Travel Tips Thumbnail

10 of the Best Money-Saving Travel Tips

If you think that inflation may have put a damper on some people’s travel plans, think again. After two years in a pandemic, revenge travel is on the rise this summer. But that doesn’t mean that exploring new places, seeing new sights, and tasting new delicacies is going to be cheap.

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Down Market and Tax-Loss Harvesting Opportunities Thumbnail

Down Market and Tax-Loss Harvesting Opportunities

Tax-loss harvesting consists of selling a stock for a loss and using the capital loss to offset any gains or income generated throughout the year for immediate tax savings. You see, the IRS code allows investors to deduct up to $3,000 of capital losses annually against ordinary income.

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How A Financial Plan Can Help Endure Market Volatility Thumbnail

How A Financial Plan Can Help Endure Market Volatility

You see, the goal of any well-crafted financial plan is to help you focus on what you want to do with your money—not the trends and noise that can pull you off track. Sure, your plan must be flexible. Yes, you must re-balance your portfolio to avoid taking on too much risk.

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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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