2021 Blogs
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What to do with your 401k when changing jobs
A job change can be an exciting time. Hopefully your switch was for good reasons such as a promot…
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What to consider when receiving an inheritance
Receiving an Inheritance from a non-spouse individual
Receiving an inheritance can be a very emot…
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What is a fee-only financial advisor
Fee-Only Advisor
Have you heard the term before? Perhaps you have and that is what brought you to…
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How to avoid taxes when investing
Taxes and Your Investments
Do you truly enjoy paying taxes? I am going to assume that your answer…
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Deciding whether to payoff debt or invest excess cash
Should we prioritize paying down debt or investing?
This is one of the most common questions I re…
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Avoid These Common Retirement Planning Mistakes
Nearing retirement, your thoughts may start to drift farther and farther away from the job at han…