As a business owner, you make many plans and even more decisions. Factoring in risks – and mitigating them – becomes second nature as you think about what can negatively impact you. You think about financials, marketing, growth, staffing; you name it, it can all…
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Archives for August 2022
How to Have “The Talk” With Your Aging Parents
Whether it’s sudden or something that has built over time – there’s a moment in our lives when you realize that you need to care for the people that cared for you. Getting a plan in place to care for your parents means balancing your…
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Remaining Accountable
I’m revisiting my blog post from the beginning of the year, 5 goals for the new year. We passed the halfway point of 2022 and wow did it go by quickly. It is a great time for everyone to review their goals, and I wanted…
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Is it Time to Hire a Financial Advisor? How Do You Even Do That?
For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to hire a professional. This could be at any stage of life; it’s more about the individual situation and how an advisor can help. Here…
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Tax Planning for Retirement: The Long Game
Tax planning for retirement is different from the strategies you deploy to minimize taxes while working. You’ll be using your investments for income, and the way they are taxed is different depending on the type of account you hold assets in. In addition, at age…
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