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2021 Planning Guide: What You Need to Know

A quick reference for tax rates, savings and retirement contributions, college savings strategies, as well as Social Security and Medicare information. Everyone’s financial situation is unique – the information found in the 2021 Planning Guide should only be used as a foundation for discussing your individual circumstances with a CERTIFIED FINANCIAL PLANNER™ practitioner, legal or […]

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Planners’ Corner – August 20, 2020

Should I refinance?

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Planners’ Corner – May 15, 2020

Often, the Planners’ Corner is used to provide straight forward, actionable guidance from our planners and advisors. In these extraordinary times, it’s a piece of behavioral psychology that will beset the following text. We are working hard to provide insights into the changing world around us using a plethora of mediums – conference calls, blog […]

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2020 Planning Guide: What you need to know

A quick reference for tax rates, savings and retirement contributions, college savings strategies, as well as Social Security and Medicare information. Everyone’s financial situation is unique – the information found in the 2020 Planning Guide should only be used as a foundation for discussing your individual circumstances with a CERTIFIED FINANCIAL PLANNER™ practitioner, legal or […]

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Understanding Employee Stock Options

You’ve worked hard for your employer for several years and been rewarded with options on the company stock. Now stock options make up a large share of your wealth and you’re thinking it’s time to pay more attention. But what are these options worth and how should they be handled? As employers have grown more […]

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Averting Financial Disaster – What You Need to Know

What financial steps should be taken to be prepared for unforeseeable disasters?