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Crystal Ball 2021 Mid-Year new

2021 Mid-Year Crystal Ball Outlook

July 28, 2021
The markets have been anything but boring, bouncing back from the pandemic peak but giving us things to keep...
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Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

Consider Wealth Transfer Strategies in Advance of Proposed Tax Law Changes

July 2, 2021
You’ve worked hard to leave a legacy to charities and loved ones. With potential tax law changes ahead, now...
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Women’s Wealth: Beyond Finances

Women’s Wealth: Beyond Finances

June 15, 2021
In the realm of managing finances, there are some key issues that are unique to women. Whether that be...
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Plan Ahead Before Transferring Wealth to Heirs

Plan Ahead Before Transferring Wealth to Heirs

June 4, 2021
Baby boomers are expected to transfer an estimated $30 to $70 trillion 1 of wealth to children and grandchildren...
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Do You Have a Plan for Leaving Wealth to Beneficiaries

Do You Have a Plan for Leaving Wealth to Beneficiaries?

June 3, 2021
Given the potential tax changes on the horizon and the current low interest rate environment, it’s a good time...
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10 Interview Questions to Ask Your Potential Wealth Advisor

May 28, 2021
Have you considered the benefits of working with a wealth advisor to help you reach your financial goals? If...
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5 Tips for Dealing With Sudden Wealth

May 28, 2021
Have you experienced a sudden windfall? If so, you’ll likely deal with financial and emotional changes as you adjust...
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Your Life, Simplified - Preparing and Paying for College

Preparing – and Paying – for College

May 25, 2021
As students are preparing for their final year of high school and where life may take them after that,...
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Wealth Planning Considerations for "DINKs", Grow

Wealth Planning Considerations for “DINKs”

May 12, 2021
On the surface, the life of DINKs (couples with dual incomes and no kids) may seem easy and carefree...
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Tax Strategies for Funding Higher Education

Tax Strategies for Funding Higher Education

May 4, 2021
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
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Should you buy or lease a car

Should You Buy or Lease a Car?

May 4, 2021
Do you like to drive a new car every few years or do you prefer to hold onto a...
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Making Social Security Part of Your Wealth Plan

Making Social Security Part of Your Wealth Plan

May 1, 2021
While Social Security provides a steady income source in retirement, it is a taxable benefit for many, so high...
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