Posts about
Practical Finance

Cybersecurity: 3 Tips To Better Protect Your Data
There has been a need for cybersecurity since the 1970s and since then the need has grown rapidly, especially over the past couple of years. With more Americans online now than ever before, we are...
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How We Learned to Stop Worrying and Love the 1040
If you have met with one of our advisors, we have probably asked you to share your most recent tax return with us. While we are not tax advisors or tax preparers, we do have a lot of experience with...
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5 Retirement Income Strategies You Should Know
I’m sure you’ve heard how important it is to plan your retirement ahead of time, right? Sometimes that’s easier said than done. Here are a few income strategies to help you live the life you want...
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How to Choose a Wealth Management Advisor
Tackling financial planning on your own can be tricky . There are so many aspects that you need to consider in order to make the wisest investments that will yield high returns for your future. Many...
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Financial Matrimony for Newlyweds
In November of 2018, I had the privilege of marrying my high school sweetheart. We had dated for ten years prior to getting married, so history was on our side! Being a couple of kids in college was...
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Getting Started with an Advisor: 10 Things to Consider
When was the last time you visited your doctor? Did you go for a routine annual physical, or for an emergency? Did you get a simple blood test or have surgery?
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