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Insights, Education & Updates

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How To Avoid Taxes When Investing

Taxes. The word itself makes most people cringe. But how can you keep more of your money in your pocket when investing? Fortunately there are strategies that you can implement to help reduce the tax burden of your investments.

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What is a Fee-Only Advisor?

There are a lot of different types of financial professionals, which is why it is so important to understand the type of relationship you are entering into prior to working with someone. Here we explore what it means to be a fee-only advisor.

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Take The Uncertainty Out of Your Retirement

With so many unknowns about retirement, just thinking about it can be overwhelming. Where will I receive income from? When should I claim social security? Do I have enough financial resources to maintain my current lifestyle? These are all common and reasonable thoughts, but with proper planning you can remove the uncertainty and have a clear plan!

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5 Investment Principles for Success

Investment success is most often achieved by creating a well defined strategy built upon investment principles. These principles are what keep an investor disciplined when times get tough and focused on the long-term results. These 5 principles will help you create and maintain your investment strategy.

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A Road to Wealth: No Matter Your Income

Wealth can have a different meaning to different people. But ultimately, building wealth should be about creating financial freedom. This freedom provides a person with flexibility and options. Fortunately, everyone has the ability to grow their wealth, regardless of income!

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