What Do Financial Advisor Designations Mean?

What Do Financial Advisor Designations Mean?

It may surprise you to learn that terms like “financial advisor,” “financial consultant,” and “wealth manager” are generic job titles.  They aren’t regulated terms and don’t actually mean very much as far as credentials or education or skill.  Anyone can call...

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3 Top Tax Tips You Can Do Now

3 Top Tax Tips You Can Do Now

No one has EVER told me they DON'T want to save money in taxes.  Tax savings strategies are always a good idea to consider in your financial planning.  Being tax aware is a big part of what good financial planning is all about! Another reason to consider a...

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Receiving an Inheritance

Receiving an Inheritance

I observed to a friend that this year, I have seen more money change hands via inheritance than I ever have before in my career.  Navigating the death of a loved one – whether it be a parent, a spouse, a cousin, a friend – can be tricky.  Not only does money...

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The 3 C’s to a Successful Retirement

The 3 C’s to a Successful Retirement

Many retirees I work with find an unexpected challenge post-paycheck: how to structure their new calendar. When you retire (or, as a friend of mine likes to say it, when you “shift into a work optional lifestyle”), your daily routine changes.  Depending on what...

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Scams to Look Out For – Don’t Be a Victim!!

Scams to Look Out For – Don’t Be a Victim!!

With the explosion of online commerce during and after the pandemic, online scams have also seen a meteoric rise in popularity, unfortunately.  Some of them are old-school which you may be familiar with, and smart enough to avoid.  But some of the newer...

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Inherited IRAs… the Rules Keep A-Changin’!

Inherited IRAs… the Rules Keep A-Changin’!

If you have been involved with estate planning in any way over the past two years, you are probably familiar with the overwhelming and complicated process of dealing with inherited accounts.  Even in the “simplest” of cases, it’s usually not that simple. ...

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Why You Shouldn’t Trust Online Retirement Calculators

Why You Shouldn’t Trust Online Retirement Calculators

A recent Google search for “retirement calculator” yielded over 471,000,000 results.  That’s a LOT of information to wade through!  Where do you begin??    This can be one of the most frustrating and confusing aspects of trying to come up with...

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The Secret to Successful Retirement Savings

The Secret to Successful Retirement Savings

So you’ve heard you should save for retirement.  You agree that’s a good idea.  Maybe you even start doing some things… but then get bogged down by the choices and options available out there.  It’s kind of overwhelming.  How do you decide? There’s...

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Fire Drills

Fire Drills

Do you remember participating in fire drills when you were a child at school? I certainly do. The bell would ring, the teacher would ask everyone to calmly stand up, and everyone would line up at the door. You would walk down the hallway with your class, perhaps...

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Finding Someone You Trust

Finding Someone You Trust

The biggest challenge in investing is not volatility in the stock market or unpredictable government policies or even the threat of inflation.  The biggest challenge is finding someone you can trust to get you through all of the other stuff.  It’s been...

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Last Call for 2021 IRA Contributions!

Last Call for 2021 IRA Contributions!

It’s that time of year – TAX TIME!  That means time is running out to maximize your 2021 IRA contributions if you haven’t already. Wait, what?  I can still make an IRA contribution for the 2021 tax year?  Yep!  It’s one of those weird and wonderful...

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How to Save Money for Your Children

How to Save Money for Your Children

Starting a family is one of those key times in life to re-evaluate your saving and spending habits.  As any parent will tell you, raising kids can be costly!  A little planning can go a long way.  So where do you start?  Many parents think of...

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