Planning Matters
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There’s More to Thinking Than You Think: Understanding How Biases Impact Investment Decisions
The concept of behavioral finance is a relatively new field of study that combines psychological theory with conventional economics. We may not...
Tax in Divorce
Under the new Tax Cuts and Job Act (TCJA) rules which are in effect until 2025, the “above-the-line” deduction for alimony and separate...
Setting Successful Goals
Tis' the season for New Year resolutions. Like others, you may be thinking about goals you want to achieve in the new year. Goal setting is a powerful activity; shaping our dreams and giving us the ability to focus on the exact actions needed to meet the desired goal.
After years of acting as a trusted advisor to client’s life goals, we have a few tips on how to set-up your goals for success.
Why a simple budget is a great place to start
Whenever I talk with friends or peers about what I do, I essentially get asked the same thing, “How do I save?” Which leads to the question, “do...
Pearls of Wisdom: Should You Pursue a Graduate Degree?
Many people consider going to graduate school, but fewer actually do. Daunted by the variety of options for pursuing a graduate education, they become overwhelmed, or start to doubt whether a higher degree is worth the cost in time and money...
Respect the Estate
The news of Aretha Franklin’s death to cancer is tragic to the music world and all who admired her. In the days following her death, I enjoyed hearing information about her life and contributions to music history. One of things I found befuddling...
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