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Don’t Put it Off Review Your Estate Plan

Don’t Put it Off—Review Your Estate Plan

September 29, 2020
An estate plan review may rank right up there with doing your taxes, so you’ve likely been putting it...
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Your Questions, Answered: Tax-Friendly States

September 24, 2020
On this week’s episode of Your Questions, Answered Alejandro Zayas and  Brian Leitner  discuss tax advantaged states, and answer...
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Jeff K - Money Life Podcast

Jeff Krumpelman Guest Appearance on the Money Life Podcast

September 23, 2020
Our own Jeff Krumpelman joined Chuck Jaffe on the daily financial talk show, Money Life with Chuck Jaffe ,...
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Your Questions, Answered: Restricted Stock Units

Your Questions, Answered: Restricted Stock Units

September 17, 2020
On this week’s episode of Your Questions, Answered Graham Butler and  Brian Leitner  discuss equity compensation, and answer the...
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Your Life Simplified - A Transition Not a Transaction

It’s a Transition, Not a Transaction: Selling Your Business Without Regret

September 15, 2020
After spending years building up a business, many people may hesitate when it comes time to sell off an...
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What-Does-Stress-Testing-My-Portfolio-Entail

Your Questions, Answered: Stress Testing Your Portfolio

September 10, 2020
On this week’s episode of Your Questions, Answered Chris Bixby and  Brian Leitner  discuss portfolio stress testing, and answer...
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Nike Swoosh Recovery Intact

Nike Swoosh Recovery Intact

September 8, 2020
Another month and another series of data, which, on balance, suggests the U.S. economic recovery is continuing. Business activity...
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Making Social Security Part of Your Wealth Plan

Making Social Security Part of Your Wealth Plan

September 8, 2020
While Social Security provides a steady income source in retirement, it is a taxable benefit for many, so high...
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At Our 3500 S&P 500 Target Ahead of Plan…What To Do Now

With Our 3500 S&P 500 Target Ahead of Plan…What To Do Now?

September 8, 2020
“The most important quality for an investor is temperament not intellect.”    -Warren Buffet Back in February/March...
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Your Questions, Answered: Finances with Your Spouse

Your Questions, Answered: Finances with Your Spouse

September 3, 2020
On this week’s episode of Your Questions, Answered Suzanne Wheeler and  Brian Leitner  discuss finances within your household, and...
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Taking Care of a Family Member With a Disability

Taking Care of a Family Member With a Disability

September 1, 2020
It can be overwhelming to figure out how to create a wealth plan that helps you achieve all of...
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Should I Move Cash and Wait for a Market Correction

Your Questions, Answered: Market Timing

August 27, 2020
On this week’s episode of Your Questions, Answered Nolan Kamerer and  Brian Leitner  discuss market strategies, and answer the...
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