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Category Archive for "Business Owners"

Ending Your Paycheck in a Down Market

Apr 30 2023

A down market can impact when you retire, and withdrawing money early-on from a depleted account can affect the growth of those…

Forgotten 401(k) Dangers

Apr 16 2023

Recently, a client asked me whether transferring money from a previous employer’s 401(k) to her new employer’s 401(k) was safe.  Like every…

Why Too Many Financial Products Get Sold for the Wrong Reasons

Feb 14 2023

February 7, 2023   When it comes to financial products, we’ve all heard stories of people who bought something they never should…

Financial Things You Should Start and Stop Doing Right Now

Jan 27 2023

February 7, 2023 When it comes to managing your financial life, it’s easy to get caught up in the day-to-day and lose…

The Curse of Bias – What Your Brain Fails to Tell You

Dec 23 2022

We all like to think that we’re rational thinkers and make decisions based on logic and facts. The truth is our brains…

The Magic and Misgivings of Big Money

Nov 16 2022

By Jessica Lanning, JD, CFP® November 16, 2022   In the frenzy of a $2 billion Powerball prize, two phenomena came into…

Options for Deferring, Managing, or Avoiding Capital Gains Taxes – Part 2

Jul 16 2022

  June 15, 2022 (Part 2) This blog and the previous one discussed how to manage long-term capital gains taxes.  If you…

Options for Deferring, Managing, or Avoiding Capital Gains Taxes – Part 1

Jul 16 2022

June 15, 2022 (Part 1) When you sell an investment for more than you paid for it, the difference is called a…

Why the Average Investor Underperforms the Market

Jun 16 2022

June 15, 2022 Why the Average Investor Underperforms the Market Annually, various organizations release studies that show that average investors underperform the…

The Do-It-Yourselfers’ Survival Guide to Hiring a Financial Planner

Jun 02 2022

June 1, 2022   Attention all you late 40-, 50- and early 60-somethings who have been managing your finances on your own…

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