Over Labor Day weekend, two of the largest brokerage firms in the nation will become one, when TD Ameritrade accounts are transferred to Charles Schwab.
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You’ve probably heard the terms estate and legacy planning and wondered, “what’s the difference?” In many cases, there isn’t one.
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This blog post is a follow-up to The Social Security Retirement Benefit – A Key Component of Retirement Planning, written by Chris Johnson, CFP® in August, 2022
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In honor of April being Financial Literacy Month (also named National Financial Capability Month)...
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After a difficult year for investing in 2022, the first quarter of 2023 provided a...
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What’s the biggest risk to an investment portfolio long-term? Is it inflation, interest rates, or market volatility? Unlikely. I think the biggest risk is...
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Unsure why you should work with a financial planner? Here are three reasons...
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Student loan repayment and student loan forgiveness - two topics that have been up in the air for some time.
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Event recording from January 30, 2023.
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Last year was one of the worst on record for combined stock and bond market performance as the Fed...
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When I first started in the industry, there seemed to be some doubt surrounding young planners...
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With 2022 in the rearview, we look forward to 2023. As you can imagine, with a new year comes changes to some...
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