Recent Articles

Cost of Healthcare in Retirement
Planning for the High Cost of Healthcare in Retirement
In this article, we’re sharing four steps you can take to prepare for the high cost of healthcare in retirement. For most Americans, healthcare is one of the biggest—if not
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2023 Tax Season
How to Prepare for a Smooth 2023 Tax Season
Ben Franklin famously said, “In this world, nothing is certain except death and taxes.” Indeed, the 2023 tax season is officially here, which means most taxpayers will be filing their
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Our Tips for Setting Financial Goals
Our Tips for Setting Financial Goals for the New Year
Setting financial goals can help you develop healthy money habits and make smarter financial decisions. Here’s how to set meaningful financial goals—and achieve them—in the year ahead. For many
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5 Tax-Efficient Charitable Giving Strategies
5 Tax-Efficient Charitable Giving Strategies to Consider at Year-End
In this article, we’re sharing five tax-efficient charitable giving strategies that may help you reduce your 2022 tax bill. If you’re charitably inclined, you know that giving back can be
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7 Year-End Tax Planning Strategies for 2022
7 Year-End Tax Planning Strategies for 2022
As we near the end of the year and prepare for the holiday season, Tax Season may be the last thing on your mind. But in many ways, the final
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6 Metrics to Assess Your Financial Health
6 Metrics to Assess Your Financial Health
In this article, we’re sharing six key metrics you can use to evaluate your financial health. This year has been anything but calm for investors. Inflation, rising interest rates, and
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The True Value of Financial Advice
The True Value of Financial Advice
The value of financial advice isn’t always obvious from the get-go. Yet in many cases, the benefits of working with the right financial advisor far exceed the cost. As
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5 Tips for Surviving a Bear Market
5 Tips for Surviving a Bear Market
In this article, we’re sharing five tips for surviving a bear market. By Richard W. Stout III and Thomas Britt It’s been a trying year for investors so far. In
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Setting and Maintaining Healthy Money Boundaries
How to Set and Maintain Healthy Money Boundaries
By Richard W. Stout III and Thomas Britt If you’re doing well financially, treating yourself occasionally or helping a loved one in need may be something that fulfills you and
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