Investing in an election year can seem like navigating a particularly unpredictable segment of the market. Political campaigns and the uncertainty surrounding election outcomes can lead to increased volatility in the stock market, impacting investor sentiment and behavior. In this article, we will explore the intricacies of investing during an election year, providing insights into how elections typically affect the…
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There’s an old saying that goes something like, “What you don’t know can’t hurt you.” You might have even used it, maybe when you came home past curfew without your parents finding out or poured your juice into the plant when no one was watching. And sure, no one being the wiser might have worked when you were young, but…
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While there’s little doubt women have taken major strides professionally and socially over even the past few years, it’s still all too common for them to be left out of the financial discussion. Whether that happens on their own accord or because they simply become an afterthought in the conversation, their exclusion can be extremely damaging not just to their…
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The natural beauty of a sunset on a vast horizon can be breathtaking. However, there are a small number of sunsets that most taxpayers hope to never experience. Unfortunately, this article is a discussion of the latter – but taxpayers should prepare for potential changes instead of kicking the can to 2025. WHAT’S CHANGING? The Tax Cuts and Jobs Act…
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Do you remember when you first met your partner? So many things about them might have captivated you. Maybe it was their eyes, their hair or their smile. Maybe you started talking and you fell in love with their outlook on life, their fun-loving attitude or their sense of humor. We’re willing to bet, however, it wasn’t your aligned financial…
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It’s that special time of the year when the holiday spirit is in the air, good friends are always near, and family time fills up our schedules. It’s also the perfect time to take financial inventory and reassess your plan to see if it still aligns with your goals. You may need to make tweaks, as your circumstances have almost…
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As we make our way through November, we start to think about all the things we’re grateful for; however, whether it’s family, friends, opportunities, experiences, good fortune, laughter or love, it can be difficult to find a good way to say “thank you” or spread the spirit of giving. Sometimes, though, it’s much simpler than it might sound, and small…
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Financial planning can be a complex process, especially for those looking for a comprehensive plan that accounts for every aspect of their life. That comprehensive plan traditionally includes budgeting, investing, tax-mitigation, estate planning, and as you get closer to retirement, should even include Medicare and Social Security. One aspect that often goes overlooked, however, is planning for long-term care, or…
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Estate planning is only for the extremely wealthy. I don’t have enough assets to need a will. My family will figure it out. Things will sort themselves out. I’m way too young to start thinking about a legacy plan. Making an estate plan is just too expensive right now. These are just some of the most commonly believed myths about…
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Summer has officially left the building, and it’s time for fall! With fall comes beautiful cool weather and even prettier changing leaves, painting the United States in reds, yellows, oranges and greens. Autmn is also one of the best times of the year to travel, so if you’re planning on using some of your downtime this season to visit a…
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