Financial Planning
Five Tax-Advantaged Investments to Consider for Your Portfolio
Benjamin Franklin, one of the founding fathers, once famously said: “… in this world, nothing is certain except death and taxes.” While these words hold some weight, they’re not entirely…
Read MoreHow to Diversify Your Portfolio
Go to almost any store or website that sells something—anything—and you will find several other products for purchase. In fact, you would be hard-pressed to find any place that sells…
Read MoreFive Ways to Minimize Taxes When You Inherit Money
After someone dies, their assets are usually transferred to their heirs—whether that be their spouse, children, or other blood relatives. Whenever assets are transferred, a tax may have to be…
Read MoreFive Ways to Maximize Social Security Benefits
Social Security provides a guaranteed fixed income to many retirees, helping pad their retirement savings and income. But did you know there are strategies you can use to max out…
Read MoreWhat Is Financial Planning?
According to the CFP® Board, “Financial planning involves look at a client’s entire financial picture and advising them on how to achieve their short- and long-term financial goals.” If this…
Read MoreThe Value of a Financial Professional
Recent research from Northwestern Mutual in its 2021 Planning and Progress Study found that just 38% of survey respondents were working with a financial advisor, though up from 29% pre-pandemic.…
Read MoreMilestone Birthdays in Retirement
When we’re young, each birthday seems special, but for most of us, birthdays lose their luster as we age. Can we bring some of that magic—a definition that surely changes…
Read MoreFinancial vs. Investment Advisor: What’s the Difference?
Titles do matter—and in the financial services world, so many titles exist that can and do mean very different things for you, the consumer. The terms financial advisor and investment…
Read More4 Options for Your 401(k) When You Leave a Job
So, you’ve left your job…now what? A white paper from Capitalize, a 401(k) rollover fintech company, found that American employees have “forgotten” about or left behind an estimated 24.3 million…
Read MoreValue vs. Growth Stocks: Which Category Is Better for Your Portfolio?
The common question—and debate—among stock market investors: Is growth investing or value investing better for your portfolio? Whether growth or value outperforms depends solely on the time period evaluated—historically, shorter…
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