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Duties and Responsibilities of Trustees of a Living Trust: What You Need to Know

By Amanda McFarlane | March 26, 2021

What Is a Living Trust? A living trust is an entity, a legal document, that houses your assets (investments, bank accounts, real estate, valuable personal property) in a way that avoids probate and transfers them to others in a timely and cost-effective manner. Read more about that here. A vital…

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What is a Living Trust and Why You Should Have One

By Amanda McFarlane | March 24, 2021

Estate planning is important, no matter your age, wealth, or financial assets or status. Basic estate planning often covers a will and advanced healthcare directives, which lets your medical team and family know your wishes for your health and care in life-threatening medical situations. A living trust is an extension…

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Key Financial Dates to Note in 2021 for Retirees

By Felicia Garcia | March 19, 2021

Crucial and important financial deadlines for this year’s calendar.  As we know planning ahead can make a world of difference. Whether you are saving for that rainy day, an unforeseen emergency or an exciting life event; good planning can be the difference of hundreds if not thousands of dollars in…

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10 Signs You’re Working With the Wrong Financial Advisor

By Amanda McFarlane | March 11, 2021

Most people don’t know how to choose—or when to leave—a financial advisor. Have you had a less-than-pleasant experience with a doctor, salesperson, or restaurant server? Almost everyone has! Bad customer service, poor communication skills, and mistakes from inattention to detail happen in every field. However, for every negative experience, there…

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How Joe Biden’s Presidency May Affect Your Finances

By Claire Hollander | December 7, 2020

Joe Biden and Kamala Harris winning the 2020 election could have both a direct and indirect effect on your finances. One of the direct financial changes that may take effect following Joe Biden’s presidency are changes to the tax code. Biden’s tax plan is to raise taxes on those with…

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7 Strategies to Cut Your Tax Bill

7 Strategies to Cut Your Tax Bill

By Phil Rontell | September 30, 2020

Here are 7 strategies you can use besides deductions and credits to cut your tax bill: Tweaking your W-4 to increase your withholding if you have a huge tax bill. Decrease your withholding if you received a huge refund. Putting Money directly from your paycheck into a 401(k). This prevents…

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red and blue masks ballots

The 4 Steps to Prepare Your Portfolio for an Election

By Claire Hollander | September 22, 2020

This week on the podcast we talked about how to prepare your investment portfolio for the 2020 Election Season! Here are the 4 Steps to Success that we outlined throughout the week. Step 1: Use Diversification and Non-Correlating Assets A diversified portfolio is the concept of investing in a wide…

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3 Options for Your 401k When You Leave Your Job

By Phil Rontell | September 3, 2020

Have you recently been offered a package from your company asking you to leave or retire? There are many companies doing this to employees to save money. Often people accept them without figuring out if it is a good decision or not. Below, are three options that you can do with your 401k!

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