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Smart Money Moves for 2022
Next to health and wellness, financial resolutions are usually the next most common goal for the New Year. According to the Fidelity Investments 2022 New Year’s Financial Resolutions Study, the top 3...
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How To Avoid Emotional Investment Mistakes During Difficult Markets
Until the tragic developments in Ukraine, the financial markets had continued to march higher in the face of higher valuations, heightened policy uncertainty and inflationary pressures. Increases in...
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With Interest Rates On The Rise, It May Be Time to Review Your Investment...
Now may be a great time to consider revisiting how you are investing your rainy-day fund. After years of holding short term interest rates at or near zero, the Federal Reserve has raised interest...
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Year-End Tax Loss Harvesting May Help Reduce Tax Liability
2022 has been a turbulent year for the markets. From concerns about inflation and Federal Reserve rate hikes to fears over an economic slowdown and recession, volatility has entered back into the...
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Smart Money Moves for 2023
2022 has been a financially challenging year for many Americans. From peaking inflation and the challenges of higher living expenses to increasing interest rates and elevated levels of market...
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With Interest Rates on the Rise, Should You Purchase or Lease Your Next Vehicle?
Auto buyers often have preconceived notions about whether it is better to lease or buy a vehicle. While there has never been more information readily available for consumers to research their next...
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Should You Invest In A Second Home
Purchasing a second home is a common goal often heard from clients during the financial planning process. From a warm weather retreat in retirement to a house renovation and sale, there are many...
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Financial Rules of Thumb to Consider Breaking
Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches to financial management....
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Consider These Mid-year Money Moves
A mid-year financial review can be a great time to stop and assess your financial progress. Are you on track for your savings and investing goals year to date? Are you making the most of your...
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Tax Season Update - Strategies for Making the Most of Your Tax Refund
The Internal Revenue Service expects more than 146 million tax returns to be filed this year, with nearly three out of four taxpayers receiving a refund. That’s right – over 74 percent of Taxpayers...
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