What Kind of Gifts Are You Giving This Year?

Posted by Nicole Geraci, CFP®, AWMA® on 3:22 PM on November 4, 2022

As we head  inch closer to the holiday season, the thought of giving before year end comes to mind. 

There are many reasons why you might consider making charitable gifts each year - and even more worthy organizations to give to. There are also many ways for you to give. The first way people generally think to give is with a cash donation.

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Topics: Financial Planning, Certified Financial Planner, CFP, Tax Planning, charitable donations

Gold and Silver In The Current Market

Posted by Andy Anderson, CFP® on 12:33 PM on October 20, 2022

 Is Buying or Selling Precious Metals The Way To Go With The State Of The Current Market?

The Answer May Surprise You.

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Topics: Investing, Certified Financial Planner, CFP, gold

How Can I Plan for Long-Term Care?

Posted by Andy Anderson, CFP® on 10:21 AM on September 29, 2022

Some life insurance policies only pay a death benefit if the policy owner dies during a certain period—the “term” of a term life insurance policy. Others pay out a death benefit no matter when the policy owner dies—these policies are considered “permanent” policies and are intended to remain in-force for the entirety of the policy owner’s life.

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Topics: Financial Planning, Insurance policies, Life Insurance, Certified Financial Planner, CFP, long-term care

Why do Business Owners need Life Insurance?

Posted by Nicole Geraci, CFP®, AWMA® on 10:06 AM on September 24, 2022

 

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Topics: Financial Planning, Goals, Insurance, Life Insurance, small business owner, small business, Certified Financial Planner, CFP

Should I Change My Level of Risk?

Posted by Andy Anderson, CFP® on 4:20 PM on September 12, 2022

The Top 3 Questions to Ask.

Oftentimes when we meet with clients there are a few common questions or topics that tend to come up regularly - things that seem to be on the minds of many of our clients. Usually, it has to do with some event or circumstance that is relevant at the time. In 2022, that question has revolved around the idea of “should I change the level of risk in my investments considering what is happening in the market.”

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Topics: Tolerating Risk with Investments, Financial Planning, Investments, Investments and risk, market risks, Investment Advisor, Certified Financial Planner, CFP

Retirement Income Planning

Posted by Andy Anderson, CFP® on 2:09 PM on July 11, 2022

 

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Topics: Financial Planning, Goals, Planning, Retirement, Retirement Income, Certified Financial Planner, CFP

Post Tax Season Planning Tips

Posted by Andy Anderson, CFP® on 11:00 AM on May 2, 2022

Tax season has come and gone, but that does not mean the planning stops! While much of your focus prior to April 18th may have been on making sure you get your tax return submitted properly, the focus can now shift towards some other items that can improve your financial well-being over the course of the rest of the year.

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Topics: Financial Planning, Goals, taxes, Certified Financial Planner, CFP, Tax Planning

Tax Planning Made Easy

Posted by Andy Anderson, CFP® on 4:24 PM on March 17, 2022

Believe it or not, we are only one month away from the tax filing deadline! With that in mind, we figured it would be beneficial to discuss some last minute 2021 tax planning ideas as well as one that could help you out when it comes time to file 2022 taxes.

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Topics: Financial Planning, Goals, taxes, Certified Financial Planner, CFP, Tax Planning

Building A Recession Proof Retirement Portfolio

Posted by Andy Anderson, CFP® on 5:26 PM on February 7, 2022

What Does It Take To Build a Recession Proof Retirement Portfolio?

How can my portfolio and my retirement survive a recession? This is a very common fear for retirees and pre-retirees and considering the movement of the market recently, you may have had this same question yourself.

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Topics: Financial Planning, Goals, Investing, Certified Financial Planner, CFP

What Goals Do You Want to Accomplish In the New Year?

Posted by Andy Anderson, CFP® on 9:00 AM on January 17, 2022

3 Steps You Can Take Accomplish Your Goals In 2022

When the time comes to put a new calendar up on the wall, you have the opportunity not only to reflect on the year gone by but also to plan for the year to come.

You may be planning to send a child to college, purchase a new vehicle, take a family vacation, or go after a big promotion at work. With all the incredible experiences you have on the horizon, it can be easy to forget about those to-do list items that don't spark that same feeling of excitement as the goals themselves.

3 Things to Help Achieve Your Goals In The New Year

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Topics: Financial Planning, Goals, Certified Financial Planner, CFP

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