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The Blog

10 Key Responsibilities of an Executor

Posted by Michael Kane on Feb 24, 2017 2:53:21 PM


Being chosen as the executor of an estate is both an honor and an enormous responsibility.

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Topics: Estate Planning

Paying Off Debt Versus Investing

Posted by Brad Bridgewater on Feb 17, 2017 1:59:47 PM


A common question faced by many of our clients at this time of year is whether it is better to take lump sums such as tax refunds and bonuses to pay off debt or invest for the future. The answer depends on your individual circumstances, but following are some considerations that can help you make a decision that’s right for you.

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Topics: Financial Planning

Avoiding the Bandwagon Effect

Posted by Michael Kane on Feb 10, 2017 4:21:01 PM


"The 'bandwagon effect' is evident in almost every facet of modern life, but it’s especially notable in the way people spend and manage their money."

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Topics: Financial Planning

Tips for Reducing Your Tax Bill

Posted by Brad Bridgewater on Feb 3, 2017 2:38:49 PM


With spring comes the anticipation of warmer weather and flowers in bloom. Unfortunately, spring also finds a lot of us scrambling to answer two important questions: How do I reduce my current tax bill, and what can I do to reduce next year’s tax bill?

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Topics: Financial Planning

Seven Key Roles and Responsibilities of a Trustee

Posted by Michael Kane on Jan 27, 2017 2:34:09 PM


As the title suggests, the job of a trustee requires a person to perform certain duties in a way that is honest, ethical, and trustworthy.

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Topics: Estate Planning

Three Small Changes to Make You a Better Investor

Posted by Brad Bridgewater on Jan 20, 2017 3:45:46 PM


There was a time when making wise investment decisions was a much less complicated process. You stashed away some money in your 401(k) and maybe invested in CDs or savings bonds that offered modest but consistent returns.

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Topics: Financial Planning

Financial Resolutions and How to Keep Them

Posted by Michael Kane on Jan 11, 2017 3:37:25 PM


New Year’s resolutions can be tricky things. Although they are almost always well-intentioned, studies have shown that few people (less than 10% in some studies) achieve the goals they set for themselves.

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Topics: Financial Planning

2017 - What Does it Hold?

Posted by Retirement Advisors of America on Jan 8, 2017 4:00:00 PM


As we head into the new year, let’s briefly review 2016 and then discuss our outlook for 2017. When 2016 began, the S&P 500 stood at 2045 and as of November 4th it was at 2085, or essentially flat to modestly higher. This paralleled our 2016 outlook for a low return environment due to above average valuations.

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Topics: Investment Updates

Year-Round Financial Planning

Posted by Brad Bridgewater on Dec 30, 2016 12:29:39 PM


Last week, seeing as how I’d forgotten to replenish our supply at the grocery store, my wife stopped for coffee in the drive-through of our local Starbucks. When she reached the window to pay for her drink, she was told that the person in front of her had paid for her coffee and wished her a Happy Holiday.

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Topics: Financial Planning

The Right Way to Set a Budget

Posted by Brad Bridgewater on Dec 21, 2016 2:06:52 PM


The holiday season and the approach of a new year often bring about resolutions to make improvements in our daily lives - healthy eating, spending more time with family, or exercising on a regular basis. One of the most common goals is an improved financial situation.

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Topics: Financial Planning