April showers brought May flowers as markets placed greater importance on economic growth and corporate profits than the “higher for longer” interest rate messages from the Federal Reserve (Fed). In fact, the S&P 500 ended May above where it ended March. So, as you prepare for summer vacations, how much should you worry about your stock portfolios?First, based on history, stocks tend to do just fine between Memorial Day and Labor Day, with the S&P 500 rising 1.8% on average b
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Stocks Benefit From Solid Fundamental Foundation
June 6, 2024Why Insurance is a Must-Have Element of Estate Planning
June 2, 2024
You probably already know that insurance is something you should have in case of unforeseen events. When it comes to estate planning, insurance helps manage the distribution of your assets the way you see fit.
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Retirement Planning: The Ultimate Endless Summer Adventure
June 2, 2024
Here are some tips and tricks to help manage your retirement to have the goal of being carefree and relaxing as a child's summer vacation.
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Fatherly Advice: 6 Timeless Financial Tips Our Fathers Taught Us
June 2, 2024
Although many things have changed in the financial world over the past 20 years, some nuggets of financial advice are timeless. Here are a few tips that have remained constant for several generations.
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5 Homeowner Estate Planning Tips to Consider
June 2, 2024
While an estate plan is personalized to the wants and needs of each person, here are a few tips to help anyone get started.
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Turning Profits into Wealth: A Guide for High-Earning Business Owners
May 26, 2024
Growing a business is impressive, but it takes more than just turning a profit to build wealth: It requires a mind shift from short-term gains to long-term prosperity. A business owner must focus on the company's financial confidence and long-term sustainability. Here are some critical tips to help business owners turn their earnings into wealth.
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5 Tips for Saving and Investing as a Small-Business Owner
May 19, 2024
As a business owner, putting all your profits back into the business may be tempting, especially during the lean years. However, when it comes to saving and investing as a business owner, there are other paths you could consider for the long run without so much emphasis on the short term.
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Tips for Navigating Inflation as a Small Business Owner
May 12, 2024
So, how do small business owners weather the storm of inflation? Here are a few tips to help you get through it.
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Insuring Life’s Milestones
May 7, 2024
Having the proper insurance is one of the best ways to support your financial future and can bring peace of mind to you and your family. Let’s explore the key milestones that might warrant a closer look at your insurance policies.
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Talking to Your Children About Inheritance Checklist
April 8, 2024
Generational wealth involves proactive financial planning, especially when parents or grandparents pass on their wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a hold of assets or a check in the mail.
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10 Ways a Financial Professional Can Assist You
April 8, 2024
Often, there is a misconception that seeking financial help indicates incompetence or lack of financial self-sufficiency. However, seeking help is the exact opposite. High-performing individuals who excel in their respective fields adopt a more pragmatic approach.
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An Estate Planning Guide for Beginners
April 3, 2024
Estate planning is a comprehensive process that involves organizing your assets and making informed decisions concerning how your wealth will be handled before and after death. In this article, we examine the crucial components of an estate plan, how to begin, who can help you develop an estate plan, mistakes to avoid, and how to mitigate them.
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Improving Your Financial Literacy Can Improve Your Business
March 28, 2024
Financial literacy is essential for your personal financial health and even more crucial for the financial health of your small business. Being a small business owner comes with many responsibilities, one of which is maintaining the company's finances and helping keep it on track toward a solid financial future.
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5 Critical Financial Strategies for Physicians
March 12, 2024
As a physician, you understand your medical specialty inside and out, but at the same time, you also need to be able to handle the financial challenges associated with your industry. That may include juggling a lot of student and professional debt, running your own clinic, saving for the future, and creating contingency plans for disabilities or medical liability issues. Ideally, physicians should keep the following essentials in mind:
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Spring Has Sprung: Time to Refresh Your Retirement Plan
March 12, 2024
Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it's worth taking a closer look at your retirement savings. Below, we discuss three ways to refresh your retirement plan this spring.
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Talking to Your Kids About Your Finances
February 29, 2024
Communicating openly can help everyone prepare and plan for the future.
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