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What did you do to take Control of your Finances During  National Financial Planning Month?

What did you do to take Control of your Finances During  National Financial Planning Month?

Financial Planning is All About Your Future Self. If you didn't even know October was National Financial Planning Month, here is your chance to catch up. 

How do you encourage yourself to do something that you swear today you’re going to do? Easy: Send yourself an email today for delivery to you in the future.

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The 2019 World Series and the 2020 Markets

The 2019 World Series and the 2020 Markets

Remember after the Houston Astros won in 2017? Or Cubs in 2016?

Is there actually a difference in stock market performance depending on who wins the World Series? Should you really change your investment plans based on an American League or National League victory? Of course not. But let’s explore anyway.

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Should Investors Worry About Impeachment?

Should Investors Worry About Impeachment?

Tweets and speeches don’t drive the stock markets – numbers do.

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Understanding Retirement Benefits for Veterans

Understanding Retirement Benefits for Veterans

As a veteran of the armed services, you have made a sacrifice for our country. A grateful nation has established myriad benefits to help you.

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Military Veterans and Customized Financial Planning

Military Veterans and Customized Financial Planning

According to the most recent data from the U.S. Census, there are over 18 million military veterans in the United States. More than nine million of these veterans are served by the Department of Veterans Affairs (VA).

Ironically, serving your country sometimes brings tough economic times to you and your family. And while the VA can offer some wonderful programs—like the Aid and Attendance benefits and Household allowances—the VA does not offer financial planning.

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Ideas for Reducing the Cost of College

Ideas for Reducing the Cost of College

Encourage your student to think about their future financial self. Mid-August is the time of year that our kids pack the U-Haul and head to college. And while they’re excited about a brand-new semester, it can be frightening to see the cost – and rising college debt – that comes with the college experience. What can our college students do to ease the price tag?

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How Trusts Can Benefit You and Your Family

How Trusts Can Benefit You and Your Family

Many people perceive trusts as a complex subject better left to their attorney. As a matter of fact, they often think trusts are available only to the wealthy. However, when stripped of all the “bells and whistles,” a trust can be viewed as simply a written contract between one individual, the trustee (or grantor), and another individual called a beneficiary(ies). The trustee’s job is to see that the terms of the trust are faithfully carried out according to the grantor’s wishes. The word “grantor” is another term for the person who sets up the trust and decides (with the help of his or her attorney) what the terms of the trust are going to be.

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Everyone Should Have a Financial Advisor, Even You

Everyone Should Have a Financial Advisor, Even You

There are two schools of thought when it comes to financial planning:

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Tips for Protecting Your Important Documents When Disaster Strikes

Tips for Protecting Your Important Documents When Disaster Strikes

On July 4th and 5th of 2019, two major earthquakes – in fact the biggest to hit Southern California in decades – reminded us that disasters like earthquakes, floods, tornados, fires, etc. can strike at any time. The two  early July quakes registered in at 6.4 and 7.1 and they could be felt from Los Angeles to San Jose. Thankfully, the two quakes hit a sparsely populated region of California and there were no reported casualties – but the results of the quakes are significant enough that they can be seen from space. No matter where you live, it is wise to be prepared for disasters. Here are some tips to help you keep important documents safe and what to do when disaster strikes. 

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Ready, Set, Goal!

Ready, Set, Goal!

Setting goals can be a tough task, but it is an important step toward securing your financial future. Before we create a financial plan, we'll work together to define and document your goals. Here's a primer to help you get started:

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