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The Blog

Why You Should Introduce Your Financial Advisor to Your Adult Children

Posted by Michael Kane on Apr 7, 2017 2:05:24 PM


It can be difficult for people who have not been educated about money management to quickly learn how to do so responsibly after inheriting an estate.

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Topics: Financial Planning

Divorce and Your New Financial Outlook

Posted by Brad Bridgewater on Mar 31, 2017 1:35:37 PM


Divorce can be one of life’s most painful and difficult events. Not only is the process emotionally challenging and deeply personal, but it can also wreak havoc on your finances.

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Topics: Financial Planning

The Opportunity Cost of Doing Nothing with Your Financial Plan

Posted by Brad Bridgewater on Mar 17, 2017 2:38:43 PM


Opportunity cost is defined as “the loss of potential gain from other alternatives when one alternative is chosen.”

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Topics: Financial Planning

5 Ways to Avoid Identity Theft at Tax Time

Posted by Michael Kane on Mar 13, 2017 5:05:00 PM


It is a great time of year to revisit your financial and investment plans as you prepare to file your annual tax returns. Unfortunately, it’s also a time of year in which identity thieves target unsuspecting taxpayers.

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Topics: Financial Planning

On the Arrival: Thinking About Retirement Well Before Retirement

Posted by Jeffrey Baumert on Mar 3, 2017 2:23:32 PM


You’ve worked hard and logged tens of thousands of hours transiting the globe. Along the way, you’ve deftly handled a handful of minor emergencies, and perhaps even one or two that left your knees weak.

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Topics: Financial Planning

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