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Without Counsel Plans Go Wrong, but With Many Advisers They Succeed.

Proverbs 15:22 (RSV)

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What To Do With Your 401(k) When You Leave A Job Thumbnail

What To Do With Your 401(k) When You Leave A Job

Retirement saving is an important and integral component of your financial plan. While there are many ways to save for retirement, one of the most popular and ubiquitous vehicles is a 401(k). Your 401(k) has allowed you, and your employer in the case of a match program, to facilitate and manage your retirement savings. But what happens to that money should you decide to change jobs?

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Everything You Need To Know About RMDs Thumbnail

Everything You Need To Know About RMDs

There are so many things that change when someone retires and one of the factors that new retirees have a tough time managing is their changing cash flow. For so many years, they have been dedicated to putting money into their retirement accounts, but what happens when they have to take it out?

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How To Set Financial Goals You'll Want To Stick To Thumbnail

How To Set Financial Goals You'll Want To Stick To

Resolutions come from a place of positivity and introspection. They are a catalyst for change but perhaps aren’t the most efficient vehicles to help us get there. This year, you can do something different. You can change your resolution into something that can help you make the change you wish to see: a goal.

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Better Together: How Tax Prep and Financial Planning Mix Thumbnail

Better Together: How Tax Prep and Financial Planning Mix

Taxes can be confusing and stressful for many people, and we want to do what we can to alleviate that stress. We are passionate about the role that strong financial planning and accurate tax preparation play in your financial landscape and would love to see what these services can do for your finances.

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The Side Of Money That We Miss The Most Thumbnail

The Side Of Money That We Miss The Most

Having transparency in your financial life when it comes to your emotions can help you better plan and execute a financial strategy that is centered around your values and priorities. Money will never stop being emotional and it is important to embrace those emotions, understand where they are coming from, and use them to make an impact on your life and the lives of those around you.

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How To Use Donor-Advised Funds To Give More This Year Thumbnail

How To Use Donor-Advised Funds To Give More This Year

Charitable giving is an integral piece of life—something that we all should strive for 365 days a year. One thing that can help promote that spirit of giving is creating a plan for your charitable contributions throughout the year, and while there are many ways to do that, one that is becoming increasingly popular is the use of a donor-advised fund.

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New Tax Deduction Strategy Thumbnail

New Tax Deduction Strategy

While we had prepared for the changes to rules regarding charitable donations and medical deductions, many of my clients were still surprised at how different their tax return was, and have asked what to do going forward. Something that my clients, as well as many others, will likely benefit from is...

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Tax Refund vs Tax Liability Thumbnail

Tax Refund vs Tax Liability

Since the IRS published its first report of the current tax season, I have seen a lot of "talk" about how tax refunds are lower than average. I have also seen multiple posts on how taxes are down. How can these things both be true?

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