Why Avoiding Investment Potholes Matter
September 2, 2022
September 2, 2022 Ask your average person on the street this question: If your investment loses 50% of its value, what rate of return does it need to get back
Blogs That Make Financial Planning Feel Easy
Explore smart strategies and insights to take control of your finances.
The Ultimate Guide to Household Document Storage: What To Keep, How Long, and Why
August 15, 2022
August 2022 By Jessica Lanning, JD, CFP® If you’re like most people, you have a lot of documents lying around your house. You’ve probably been told at one
Options for Deferring, Managing, or Avoiding Capital Gains Taxes – Part 2
July 16, 2022
June 15, 2022 (Part 2) This blog and the previous one discussed how to manage long-term capital gains taxes. If you did not read the first one, this would
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If you’re serious about getting financial clarity, this is where to start.
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