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Sep 16, 2021

Reset Your Expectations

Stocks inevitably encounter rough patches and periods of increased volatility. While investors have benefited from seven straight months of increases in the equity markets, it is important to remember the cyclical nature of markets.

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Sep 13, 2021

Calculating Your Withholding Tax

If you typically get a large refund or end up owing a significant amount at tax-filing time, or your tax filing status or earned income changes, you may want to adjust form W-4.

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Sep 2, 2021

Pet Insurance: Good idea?

Anyone with a pet knows that veterinary care can be costly, especially when faced with a more serious illness. Enter pet insurance – providing pet owners with the means to provide care for their furry friends in the event of illness. We’ve outlined the basics of pet insurance, along with things to consider when deciding if it’s a good purchase for you and your pet.

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Aug 30, 2021

The FAQs of a Financial Planner

When it comes to your financial future, trial and error can be expensive. Your best bet is to seek out a financial planner who can answer your questions and help you think about the questions you don’t know to ask.

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Aug 23, 2021

Should I Invest in Bitcoin or Other Cryptocurrencies?

The reasons why you should own, or invest, in Bitcoin have changed over time. It should be considered a higher than average risk investment, and we suggest proceeding with caution.

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Aug 16, 2021

Child Tax Credit: Opt Out or Take the Money?

Earlier this year, the American Rescue Plan authorized a portion of the Child Tax Credit to be paid to eligible taxpayers monthly but don’t spend those funds right away. If your financial situation has changed, you may have to pay some of those dollars back!

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Aug 9, 2021

Tempus Fugit – Time Flies

The most important thing about college savings was to begin. I do not know about other parents, but for me, one of my first thoughts after regaining my senses was about the cost of college.

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Aug 2, 2021

Who’s Got Your Personal Information?

You’ve likely seen ads and commercials for several different credit monitoring companies offering their version of monitoring. But what else can you do to protect your personal information? Should you pay for a credit monitoring service, or should you do it yourself?

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Jul 26, 2021

Financial Lessons from Ted Lasso

As the second season unfolds, we have learned that Ted Lasso provides valuable lessons that can be applied to personal finances and investing.

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Jul 12, 2021

Take the Job or Unemployment?

The impact of COVID-era federal programs and interventions is still with us. Barring an extension of the federal unemployment insurance program from Congress, these benefits will expire in just a few months and could provide a tailwind for employment and growth.

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Jul 8, 2021

Inflation and the Market: Back to the Future

The cloudy picture presented by historical data from the impact of inflation and tax increases on the market underscores the importance of developing a long-term investment strategy and maintaining your diversified allocation to the proper mix of stock and bonds

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Jul 8, 2021

Who’s In Charge Of Your Household Finances?

Creating a thorough inventory of financial items and documents will take some time, but just as businesses have succession plans in the event leaders cannot serve, families must also take a similar approach.

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