Are you a spender, a saver, or somewhere in between? Do you view your money with an “easy come, easy go” attitude or focus on saving all you can, “making hay while the sun shines”? Your overall financial philosophy doesn’t just affect your day-to-day spending decisions. It may also impact your long-term financial trajectory. Below, […]
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If you own a business, you may have spent years dreaming of passing along the business to your children, nieces and nephews, or other family members after you retire. However, transferring a family business—and its ability to create wealth—to the next generation can often be fraught with hurt feelings and potential complications. What can family […]
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The past two years presented many small-business owners with unprecedented challenges. This year’s tax planning preparations include necessary measures for small-business owners to satisfy existing, new and modified tax laws that may help small-business owners manage 2021 tax liabilities. Taking the time to learn about the 2020 pandemic tax changes may make a difference. Some […]
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The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives, there are things to be thankful for. Here is just some of what we’re thankful for, now that we’re in the second to last month of the year. There’s no […]
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Having a desire to give and a philanthropic mindset are both important qualities to possess in modern society. With so many economic and social challenges in society, contributions to charities and philanthropy efforts are needed now more than ever. While you likely may appreciate the value of giving, you also want to give wisely. Below […]
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Investing can be a roller coaster—and, when the market starts dropping, it may even feel more like a haunted house. With recession fears mounting, what can investors do to stay the course and escape unscathed? Here we discuss five tricks to help you navigate a scary stock market. Anticipate and Avoid Surprises If it has been […]
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Charitable giving is an opportunity to use your wealth to benefit others while providing you with tax benefits. If you’re searching for a way to reduce your tax bill and give back to the community, a donor-advised fund (DAF) or a private foundation (PF) may be worth considering. Here is what you should know about […]
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Nurturing a community, fostering growth and making a positive impact As a small business owner, your employees are the heart and soul of your organization. Many entrepreneurs understand the importance of a diverse, inclusive workforce and the benefits it brings, not just to the business, but to the community at large. Your commitment to hiring […]
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As you go through life, planning for life’s unpredictability is essential. If your family has children or adults with special needs, estate planning for their future care becomes vital. Estate planning for them is unique as it needs provisions in the plan to help ensure their independence and ongoing care when you are no longer […]
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With a few simple actions, you can ensure your estate planning is effective Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s effectiveness. Are you aware of these common estate planning mistakes? Titling property jointly with your children as a substitute for a […]
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Retirement Planning
Asset Management
Education Planning