When we sit down with new clients, one of the first questions we usually ask is “Do you have a budget?”
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October. This is one of the peculiarly dangerous months to speculate in stocks.
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The year is half over and despite the stock market’s ups and downs, the total performance for the year is neither too good nor too bad.
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Everyone who owns a home or car has homeowners and automobile insurance coverage.
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As we gear up for this year’s March Madness tournament and everyone starts to fill out their brackets...
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Imagine this. You’ve worked hard to save every penny you could so that you can finally call it quits and not have to work another day in your life.
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That day has finally arrived – the day you drop off your child at college.
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This is the third installment in a three part series about legacy planning.
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The idea behind the series is to introduce legacy planning and explain why we feel it is a valuable component of any estate or financial plan.
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This is the first in a series of articles about legacy planning.
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