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Rising Inflation – A Fad or a Trend?
When it comes to the recent surge in inflation, you don’t need to read about it in the news or…
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Safe Guarding Your Nest Egg With an Elder Care Plan
November is long-term care awareness month, so this is a great time to bring up the topic with your parents…
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Tax Law Change Proposals – Take 2
In my June 14th article I discussed several proposed tax law changes that were part of President Biden’s “American…
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Market Outlook – 4th Quarter 2021
There are currently several key factors in the markets that are giving us some pause. Due to these factors, we…
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Retirement is a Dirty Word!
As I write this, we are approaching another Labor Day which is the unofficial end of summer. The end of…
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Bitcoin, NFTs and Other “Hot” Investments – Is the Time Right?
In my 35 years as a financial planner, I have seen a multitude of so-called “can’t miss” investments come and…
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Health Savings Accounts – The Tax Planning All-Star
When it comes to saving on taxes, the “Holy Grail” is a vehicle that is considered triple tax free. This…
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Ants & Grasshoppers – an Aesop’s Financial Fable
Aesop was a Greek storyteller who lived 2500 years ago and is known for his “Fables” or short stories that…
Trustees and Executors: 4 Valuable Tips You Need to Know
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