Recent Articles

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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Recommitting to Your Financial and Estate Plans
Mid-Year Check-In: Recommitting to Your Financial and Estate Plans
This time of year, financial planning may be the last thing on your mind. Yet before summer sets in, consider using this opportunity to recommit to your financial and estate
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Protect Yourself Financially in Divorce
How Women Can Protect Themselves Financially in Divorce
Women often face a variety of unique financial challenges when separating from a partner. Whether you expect to split from your spouse or not, it’s important to take steps to
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The Future of Social Security
The Future of Social Security
April is National Social Security Month. With the future of Social Security in peril, proper planning will become increasingly important for Americans seeking a financially secure retirement. By Richard W.
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The Russia-Ukraine Crisis and Market Volatility In Perspective
By Richard W. Stout III and Thomas Britt In a speech on February 23, 2022, Russian President Vladimir Putin announced that a “special military operation” would begin in Ukraine. Russian
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