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Nov 28, 2016

Are Humans Wired for Successful Investing?

Are you your worst enemy when it comes to investing for your future? Behavior scientists may say “yes”. People want safety and comfort. ...

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Nov 21, 2016

Sometimes Small is Better: Shop Small Business Saturday!

This Saturday is Small Business Saturday in Indianapolis and across the country! It’s your opportunity to support local merchants that are the ...

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Nov 17, 2016

Charitable Gift Fund: Questions & Answers

Are you interested in simplifying your charitable giving? Or, perhaps you want to reduce your tax liability in a high income year. Do you have ...

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Nov 15, 2016

Cyber Security: How to Protect Your Investment Accounts

Without a doubt technology has made all of our lives easier. However, this increased use of technology gives hackers and thieves new ways to steal your personal information—without even breaking into your home!

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Nov 15, 2016

Financial Planning For the Generations

There are multiple reasons to do your financial planning with your children and grandchildren in mind. Maximizing the transfer amount by minimizing taxes is the first reason that generally comes to ...

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Nov 14, 2016

Holiday Shopping Financial Plan

With the holiday season upon us, it’s important to make a plan for all the expenses that come along with the festivities.

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Nov 7, 2016

Finishing Strong: Year-End Tax Planning

As we enter the home stretch of 2016, let’s take a quick step back from elections and holiday plans for a quick financial checkup.

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Oct 31, 2016

Family Talk

Parents, who choose to treat their children differently regarding future responsibilities or asset split, need to share their logic with their children before it becomes reality.

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Oct 25, 2016

Should You Ever Lend Money to Family?

Lending to relatives can cause tense situations at family gatherings! While such loans could be a win-win, you need to understand the potential ramifications before you make a commitment

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Oct 10, 2016

Are You Confident in Your Future?

Everyone wants a great future! Then why don’t people plan? Many do nothing and leave their future well-being purely to chance.

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Oct 3, 2016

Teaching Kids about Investing

Most people would likely agree that teaching children about investing is a very important life lesson. However, if you try to have a discussion about stocks and bonds with most children, their eyes will quickly glaze over. How can you get them more involved?

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Sep 27, 2016

What do You and Prince Have in Common

If you are one of the 64% of Americans who do not have a will, you are in the good company of Aretha Franklin and Prince as well as Sonny Bono, Martin Luther King, Jr., and Abraham Lincoln. Unfortunately, dying without a will can create a mess for your heirs.

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