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April 11, 2023

Tax Planning Considerations for Financial Advisors

Financial planning and tax planning go hand in hand. Including tax planning as part of your service provides clients a comprehensive view of their finances and helps them achieve their financial goals. Financial advisors can use tax planning to show the tax consequences of different actions and to develop strategies that can help reduce taxes in...

James Hargrave0

January 17, 2023

Reasons Why You Shouldn’t (or Should) Take Out a Personal Loan

With one of the highest inflation rates in over 15 years, more people are struggling to make large purchases amidst soaring consumer prices. As reported in CBS19 News on American savings, nearly six in ten adults don’t have enough savings to cover a $500 or $1,000 unplanned expense. With this struggle in finances, around 20% of people...

My Financial Coach1

September 6, 2022

8 Ways Physicians Can Safeguard Their Financial Planning

Financial planning is not a dark art. While it may seem that way sometimes, it simply calls for you to identify, organize, and prioritize your financial goals. If you haven’t written a financial plan, you’re piloting your life without a horizon point. Do you need to cut expenses? Shrink taxes? Reduce debt? Or invest more? How...

William (Bill) Macdonald0

July 21, 2022

Looking to Buy a Car? The Three Best Tips to Be Prepared

Whether it’s your dream car or trading in your current vehicle, there are several items you should take into consideration before jumping in. We have rounded out the top three below: Do your research – Once you have decided on the type of car you would like to purchase, go to website such as Edmunds or...

April Rohl0

June 30, 2022

Choosing the Location for a Commercial Property: Why it Matters

Are you ready to begin a new business, but you’re not sure where it should be located? Inexperienced investors or owners might be considering a random place on the map that they think is most convenient. However, that’s one of the biggest mistakes you can make as a beginner. The location of your commercial properties matters...

Guest Author0

May 3, 2022

Talking Money With Your Partner

Being able to talk about money and work through uncomfortable conversations is the mark of a strong partnership. Many of us would agree with that but that doesn’t mean we’re good at it. Most people do not grow up hearing adults modeling healthy financial conversations, which means most of us could use some practice developing this...

Guest Author2

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