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Why Having a Fiduciary Financial Advisor Matters Thumbnail

Why Having a Fiduciary Financial Advisor Matters

As a client, how do you know that your financial advisor has your best interests in mind? Getting the best financial advice is challenging and firms and advisors attempt to differentiate themselves as fiduciaries. This article is about what a fiduciary financial advisor is, the difference between fiduciary and suitability standards and what you should focus on as a client while planning your financial future.

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Tax Planning in Uncertain Times: What Does the Proposed Legislation Mean? Thumbnail

Tax Planning in Uncertain Times: What Does the Proposed Legislation Mean?

Taxes can be frustrating, and tax planning can be challenging. The Senate approved a bipartisan, $1 trillion infrastructure bill. Now comes the hard part as it goes to the House of Representatives who have proposed a separate $3.5 trillion in new social spending and tax hikes. Read more to learn why these bills are important and possible actions investors can take related to tax planning.

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Protecting Yourself During Gray Divorce Thumbnail

Protecting Yourself During Gray Divorce

Gray divorce is a term used for people ages 50 and older going through separation and divorce. However, divorce at any age can present financial issues and challenges but can be especially disadvantaged when their financial future becomes less secure. Though the challenges associated with divorce are never something anyone wants to plan for, read more to see what you should consider and how you can prepare yourself beforehand.

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Inflation Protection - Why It Matters Thumbnail

Inflation Protection - Why It Matters

Do you remember when the Post Office introduced Forever Stamps in 2007? They’re a non-denominated postage stamp used to mail first-class letters regardless of the current postal rate. Since 2007, the postage rate has increased on an average of 2.5% annually, almost seven times higher than it was fifty years ago. This is a basic illustration of inflation - a very hot topic right now. Read more to understand why it matters and how it may factor in your financial planning and investment decisions.

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Are you ready for potentially higher taxes or costs? Thumbnail

Are you ready for potentially higher taxes or costs?

President Biden recently unveiled the American Families and American Jobs Plan proposing that the government spend nearly $2 trillion on infrastructure and another $1.8 trillion on social programs which would be funded y tax hikes on the wealthy. Read more for a summary of some of the major tax proposals, their impact on you and the planning considerations you should review.

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Rising Home Prices and Your Financial Plan Thumbnail

Rising Home Prices and Your Financial Plan

If you're looking to buy a home, should you wait with the hope of a price drop or should you jump in because prices are going higher and pickings are slim? It's virtually a seller's market throughout the country and trends in the rise of residential real estate have several planning implications. Read more how you can be prepared and try to make the right decision for your financial future.

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