Lessons from Prior Economic Recessions for the  American Investor

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Lessons from Prior Economic Recessions for the American Investor

What does it mean to be an American investor today? It means you are tough, resilient, and resourceful. There seems to be an ever-constant barrage of negative headlines in the news with no reprieve in sight. How does one make sense of all the news and the changes in the markets? How do you …

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Find a Financial Advisor Near You: The Complete Guide to Choosing the Right Financial Advisor

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Find a Financial Advisor Near You: The Complete Guide to Choosing the Right Financial Advisor

There are many misconceptions about financial advisors. For starters, advisors are often thought of as a salesperson, trying to sell you a product that makes them a commission. Or that advisors are unnecessary in a world of robo-advisors and online trading. In reality, there are a lot of im …

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4 Unforeseen Challenges for Business Owners Considering Third-Party Sales

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4 Unforeseen Challenges for Business Owners Considering Third-Party Sales

For many business owners, a sale to a third party is their assumed exit path. Some business owners even start their businesses with the goal of finding a larger buyer with deep pockets, selling the business and retiring early. The potential to sell the business for cash draws business owner …

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3 Revealing Questions to Ask Your Advisor to Determine Their Motives with Your Money

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3 Revealing Questions to Ask Your Advisor to Determine Their Motives with Your Money

The last several months have tested us in almost every aspect of life. Markets continue to swing back and forth. For some, the workplace has moved to the home, while others are navigating a return to the office. Investors are wading through the emotions that come with life-altering challeng …

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How to Make Charitable Giving Part of Your Financial Plan

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How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

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How to Become a Millionaire in Retirement and Overcome 3 Common Excuses for Not Saving Enough

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How to Become a Millionaire in Retirement and Overcome 3 Common Excuses for Not Saving Enough

One million dollars is a lot of money. There was even a game show called “Who Wants To Be A Millionaire” built around the idea of achieving that kind of wealth. That figure – $1,000,000 – seems to be what many working professionals are striving to achieve in retirement.

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3 Things All Valuable Businesses Have

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3 Things All Valuable Businesses Have

There are plenty of elements that make businesses valuable. But regardless of industry or aims, there are three things that all valuable businesses have in common. Let’s look at these three factors and explain why they’re important for owners and their advisors to acknowledge. Next-level ma …

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A Seller’s Guide: Top 5 Considerations When Selling Real Estate Assets

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A Seller’s Guide: Top 5 Considerations When Selling Real Estate Assets

Selling real estate can be confusing, time-consuming and sometimes emotional. There are real dollars at play, so the stakes are high, but even so, it’s easy to overlook key considerations as you start the process. Be sure to ask yourself these five critical questions.

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What You Need to Know When Choosing the Right Trustee

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What You Need to Know When Choosing the Right Trustee

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

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Whether You Sell Your Business or Not, the Planning Is the Same

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Whether You Sell Your Business or Not, the Planning Is the Same

There are many things to consider as you think about the future of your business ownership: When is the right time to move on? How much money will I need? How do I even sell this business? These questions dovetail into an important decision you’ll try to make early in the process of plannin …

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