8 Helpful Financial Planning Tips for a Great End of Year Review

8 Helpful Financial Planning Tips for a Great End of Year Review

Decisions are best made with a little time for reflection, good information, and advice from experienced professionals. These final weeks of the year are a perfect time to take stock of your financial plan and make adjustments as necessary before the rush of the holidays and tax-filing deadlines next year. Here are some year-end financial…

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How to Find a Financial Advisor Who is Truly Client-Centric

How to Find a Financial Advisor Who is Truly Client Centric

Written by: Joe Cilley, CFP®, Regional Director of Financial Planning Recently I saw an online profile of an advisor claiming to be “the easiest advisor you’ll ever work with.” I’ve been thinking. What does it mean to be “the easiest” to work with, and can they really deliver? It’s common for financial professionals these days…

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Wealth Planning for Age 90, 100 – and Beyond

Wealth Planning for Age 90, 100, and Beyond

Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of Lifespan: Why We Age—And Why We Don’t Have To—even proffer that “there is no biological limit, no law that says we must die at a certain age.” That tremendously exciting…

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Social Security Guide

Social Security Guide

Written by: Tony Pitzer, CFP®, Partner, Wealth Manager If you’re at the beginning or middle of your working career, you may not have given much thought to Social Security. If retirement is on the horizon, you may just be starting to wonder about the details. For a program that’s such a significant contributor to so…

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Financial Planning Checklist: 8 Essential Components

Financial Planning Checklist

Written by Andy Lubben, Regional Director | Partner We all know how important financial planning is. A financial plan acts as a guide as you go through your life’s journey. It helps you stay in control of your entire financial picture so you can achieve the goals you’ve set for yourself and your loved ones.…

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Making Financial Resolutions For the New Year

Man working from home

Written by: Stephen Frick, Wealth Manager & Partner While making New Year’s resolutions is a fun tradition that comes back around at the end of every calendar year, it’s not always a productive one. In fact, the vast majority of new year goals do not last the entire year, with roughly 80% of Americans failing…

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Making Sense of Medicare and Planning for a Healthy Retirement

doctor and patient

Written by: Scott Crowe, Wealth Manager & Partner Planning for retirement calls for individuals to clarify their vision regarding future lifestyles and activities. With the help of a trusted advisor, aspiring retirees can develop a clear picture of their retirement and how to support it. However, there remains one significant question mark for even the…

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Why Insurance Should Be the Basis of a Strong Risk Mitigation Strategy

pen and clipboard

Written By: Jennifer Cox Mann, Relationship Manager & Insurance Coordinator While risk mitigation may not have seemed as necessary when you were in your 20s, it becomes increasingly important as you near retirement. With time, you will want to ensure the security of your wealth, retirement funds, health, estate, and your children’s inheritance. However, this…

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How a Practical Risk Evaluation May Improve Your Investment Portfolio

man and women working

Building your wealth is a constant balancing act between adopting new growth opportunities and hedging your portfolio against risk. You want to get the best possible ROI, but not at the risk of losing a substantial portion of your principal investment. Thus, a practical risk evaluation is one of the best ways to manage your…

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15 Best States to Retire in a Tax-Efficient Way

15 states to retire

Even if you have substantial savings that will see you through your retirement years, you still need to make sure you are getting the most for your money. While federal taxes will follow you wherever you go (even if you retire overseas), your state tax home will depend on the primary state(s) in which you…

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