Safeguarding Your Financial Plan: Lessons from an Airplane Safety Briefing
Ever felt like life’s too hectic to even think about sorting out those tangled financial details? You're definitely not...
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Are QCDs Right for You? Answer These 3 Questions to Find Out
A QCD is a direct transfer of funds from your IRA to a qualified charity, which can include organizations like churches...
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Understanding Distributions from Inherited IRAs: Navigating IRS Rules
Today, I’m going to break down something that might sound a bit daunting but is very important: distributions from...
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Why Free Cash Flow Matters for Your Investments
I'm going to discuss a concept that’s technical but is incredibly relevant to your investments: free cash flow. So, what...
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The Three Bucket Strategy for Early Retirement: How to Plan Smartly
A common question we get is about retirement, specifically how and when one can retire early. If you’re already enjoying...
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Financial Planning: 3 Essential Elements
Last week, we were giving a presentation on personal finance at a local business when someone in the crowd shared...
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Planning Ahead: The Importance of Pre-Arranged Burial Plans
Today’s discussion is deeply personal, and it reflects experiences that we often share with our clients to help guide...
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Paying Off Your Mortgage: Three Important Considerations
Today, I have a quick story for you about a client who recently achieved a significant milestone: they paid off their...
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Interest Rates: Fed Week & Navigating the Current Climate
Last week was an important week for financial enthusiasts—it was Fed Week. Federal Reserve Chair, Jerome Powell, took...
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HSA Rollover: 3 Benefits of Consolidating your HSA Funds
Are your HSA accounts a hassle to manage? You're not alone. Juggling multiple health savings accounts often falls to the...
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Rethinking Retirement: Why Your Investment Journey Isn't Over
Let’s consider a topic that’s crucial for those nearing or already enjoying retirement: managing your investments post...
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Questions Answered: Recession, Rate Cuts, and Election Impact
Today, we're tackling three pressing questions submitted by our clients, and I'm excited to provide you with some rapid...
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