Category: Financial Planning

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    College Planning and Student Loan Debt

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    College Planning and Student Loan Debt

    Parents want to be able to provide funds for their children in the event they attend college. The most common types of accounts are state 529 plans and Coverdell accounts. Other students will need to use student loans or a combination of savings plans and debt to fund their education.

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    Focused Planning

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    Focused Planning

    Financial planning is an important piece of the Wealth Management process. In fact, we encourage all of our clients to go through the process to help their advisor make individual recommendations based on their unique situations. We do not adhere to the “one-size-fits-all” investment alloca …

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    Price Multiples, Not as Simple as High or Low

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    Price Multiples, Not as Simple as High or Low

    Among the many challenges to filtering out good long-term stock investments is determining a reasonable price to pay for shares. Various methods are used to arrive at this value, many of which incorporate a measure of how high today’s price is relative to some fundamental metric. These are …

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    How Much Should I Save for Retirement?

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    How Much Should I Save for Retirement?

    Published by Teresa Milner How much should I save for retirement? The easy answer to this question is: AS MUCH AS YOU CAN! I know there is more science and art to saving for retirement than this answer provides such as the questions of, “Who,” “What,” “When” and “Where?”

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    Spring Cleaning

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    Spring Cleaning

    When it comes to spring cleaning, the hardest part is to get started…but with a plan in place your financial closet refresher will get you on your way to a stimulating rest of the year. Your spring cleaning financial plan can be as simple as these three steps:

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    Use Your Budget to “Increase Your Paycheck”

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    Use Your Budget to “Increase Your Paycheck”

    I recently celebrated another birthday. I was disappointed when I remembered that, while my toys have gotten more expensive, they do not bring me even a fraction of the excitement a new set of Legos did when I was 6. But upon reflecting on some of the financial changes I’ve experience over …

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    Understanding the Fiduciary Duties of a Trustee

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    Understanding the Fiduciary Duties of a Trustee

    If you have been named as Trustee or Successor Trustee of another’s Irrevocable Trust, you may be wondering what exactly the role entails. For Successor Trustees, your duties will not begin until the current Trustee is no longer able or willing to perform in that capacity.

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    The Future of Energy Stocks

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    The Future of Energy Stocks

    Published by Jake Bleicher The price of oil has been cut in half since June when West Texas Intermediate (WTI) was selling at $107 per barrel. The excitement has provided ample fodder for industry analysts and media journalists to speculate about future prices. Some of the leading soothsaye …

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    Gun Trusts: A Way to Avoid Unknown and Unintended Risks

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    Gun Trusts: A Way to Avoid Unknown and Unintended Risks

    America leads the world in gun ownership per capita with 90 guns existing per 100 residents. According to the Pew Research Center, 40% of individuals age 65+ own at least one gun. Some of the guns that are owned are classified as “Title II Firearms” and are regulated by the National Firearm …

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    What Should I Do With My Old 401(k)?

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    What Should I Do With My Old 401(k)?

    Your first step should be to talk to Human Resources at your old job, as well as your new job, to get individual information on what each plan allows. Once you know what you can and cannot do, you can follow one of the following steps.

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