Tax Planning
10 biggest tax changes to plan for in 2016
Tax time is nearly upon us again, and 2016 will bring some tax changes...
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The Biggest tax mistakes millenials make
With the deadline right around the corner, doing your taxes can be...
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What happens when you can't pay your tax bill?
Finding out that you owe the IRS serious money is enough to ruin...
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Investments
The Trap of Trying to Pick Individual Stocks
Investors could be easily dazzled by the current stars of the stock market...
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15 numbers every investor needs to know
In a world full of numbers, it is easy to lose sight of which ones are most...
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Investment Strategies for volatile a market
The markets have become volatile once again, as concerns about the...
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Insurance
The Millennial Guide To Managing Risk
“I’m too [fill in the blank] to worry about insurance.” For millenials...
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7 homeowners insurance gaps that will cost you
Is your homeowners or renters insurance policy disaster ready for...
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How credit history effects your premiums
Insurers love data. In an industry centered around calculating risk...
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Debt Management
3 Tips for Getting out of credit card debt
It's very easy to tell yourself "I'll just use it this one time," but we all... Read Article →
6 things to know about your credit report
Getting a copy of your credit report is one thing, but understanding it is...
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how to pay down debt and save for retirement
The best time to start saving for retirement is as soon as possible...
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Retirement Planning
"Planning a successful future" by John Sestina
Planning a Successful Future empowers advisors and clients to take control...
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Nearly retired? Ask these three questions
An unexpected financial crisis can wreak havoc on investments. Think...
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Steps Business Owners Can Take For Retirement
Baby boomer small business owners are getting closer to retirement and...
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Dependent Planning
introducing our College Planning Services
Take our online college planning questionnaire to begin reviewing...
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Take these steps to find and secure scholarships
If your college applications are all submitted, congratulations! Now...
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should you use a 529 plan or roth ira?
Putting away money for your child’s education is a no-brainer in the era...
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Estate Planning
Why The Wealthy fail to Implement Estate Plans
Once a trusts and estates lawyer has designed and discussed a client’s...
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what happens when you die without a will
A will is your voice and lets you decide where things go and who you...
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A Will Does Not Allocate All your Estate Assets
You may not be finished updating your records. At a recent meeting...
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