Generational Wealth – Your Choices Could Impact Your Family For Generations
What does it mean to pass down wealth? If you have invested in stocks, bonds or other assets, or are building equity in real estate or a business you own, then generational wealth can look like many different things. One Federal Reserve estimate suggests that over 2 million households receive some inheritance. When planning for…
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Credit Reporting Change May Take the Sting Out of Some Medical Debt
When you’re sick, you visit the doctor, but what happens when the bills roll in and it’s more than you can afford? Medical debt can affect anyone, even if you have great medical insurance. Many people find themselves struggling to pay their medical debt, which ultimately can impact their credit score. The Consumer Financial Protection…
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The Debt Ceiling’s Impact on Your Investments
Should the U.S. raise the debt ceiling? That’s the debate currently raging in Congress. So far, both parties have remained firmly entrenched in their positions (Republicans — yes, but with provisions for spending cuts; Democrats — yes, with no provisions). Meanwhile, news outlets are reporting officials must act soon — or dire consequences will result.…
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Market Funk
Equity markets have seemed nervous up until the past few trading days. But as the possibility of a debt deal appeared, markets began to push back to highs we saw in March. Now that the Federal Reserve appears to be finished raising interest rates, that source of worry seems to have subsided. And believe it or not,…
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From the Founder – What’s Next for Interest Rates?
Do you follow the financial news much? If you’ve read my articles for very long, you likely remember how I feel about the media. It is sadly no longer about providing us with the actual news. It is purely about eyeballs. How can they get as many clicks as possible? If you did nothing more each…
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Dancing on the Debt Ceiling
As talks come down to the wire (again), the debt ceiling limit debate continues to loom over the markets and economy. You could barely turn around last week without hearing all the dire predictions of what could happen if we don’t raise the debt ceiling and the catastrophic results of a potential default. But both parties signed…
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Plan A Trip Like A Professional
Warmer weather means colder drinks, long nights with friends and family, and traveling. Traveling is not only good for the soul but also for your health. A trip can relieve stress, lead to creativity and inspiration, and boost overall happiness. With summer just around the corner, it may be time to start planning the trip…
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An Ounce of Prevention Is Worth a Pound of Cure
How often do you see your doctor when you’re not ill? For most people, the answer is never. As a result, many don’t realize they have a problem until it’s too late, often with devastating consequences for their health and finances. It’s no secret that the United States has one of the highest health care…
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3 Tax-Planning Strategies to Deploy Year-Round
Proactive tax planning isn’t limited to just “tax season” — it’s a year-round event. Your financial professional can help you deploy these three strategies to potentially optimize your income and lower how much you pay in taxes each year. Overview Credits and deductions. AGI. Capital gains. These words seem to be used more frequently recently…
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