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The Worst Thing That Ever Happened To Your Portfolio
For years, there's been a horrible trend which has prevented more people from achieving their financial goals than any other factor. It’s something so catastrophic I feel forced to write about it to bring attention to the masses.
READ MORE...The 9 Category Guide for Lifelong Spending
“How much should I be allocating to retirement? How much for housing?" We get these types of questions often. Although everyone’s situations is different, it is helpful to have some basic litmus test for reference.
READ MORE...The Secretary for No One: One Woman’s Fascinating Journey through Corporate America
Typically, I blog advice covering the spectrum of our financial lives. Today, however, I’d like to tell a fascinating story of a client’s journey to the top of Corporate America.
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Advice For Your Children: What To Do With That Early Career Wealth
Many young people need a little guidance and direction as to where they should be focusing their finances. In this blog, we aim to help educate you on how to help your children on their way to success.
READ MORE...The Impossible Task: Guessing Right Twice!
When the markets pull back or have corrections, can you time it right to get out at the top and back in at the bottom? The task at hand isn’t guessing right once; its guessing right TWICE!
READ MORE...To Itemize or Standard Deduct? That is the Question.
Many have been confused with the new Tax Cut & Job Act reform being implemented for 2018. Previously, I recapped the major changes in my blog "what does the new tax plan mean to me." But, a looming question remains: “Do I itemize or standard deduct moving forward?”
READ MORE...What's All This Fuss About Interest Rates?
There has been a lot of discussion on the Federal Open Market Committee's (FOMC) plans to increase interest rates. Unfortunately, many of us don’t understand how this news affects the markets.
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Equity Award Planning Part 4 of 4 Strategies for Handling Company Restricted Stock Units
Welcome to the final stretch of this 4 part blog series on equity award planning. Learn more about equity award planning strategies.
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