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4 min read

Why You Should Use a Travel Advisor and Planner for Your Travel

Picture of Stephen Ahern Stephen Ahern: Jun 28, 2024

Introduction You have worked hard for many years. Maybe your career was life encompassing and you are now retired. Maybe your children are grown and now more independent from you. Now the daily (or hourly) demands on you and your time have...

Financial Planning
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Mother, daughter and grandmother baking together in a kitchen. With effective wealth management, you can have the means to support aging parents in their later years.

4 min read

Supporting Aging Parents with Effective Wealth Management

Picture of Domenica Lurvey Domenica Lurvey: Jun 24, 2024

Witnessing your parents age will come with ups and downs. When it comes to the financial part of...

Wealth Management
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Young couple traveling with a map in the city. Choosing the right investment strategy provides peace of mind.

3 min read

Passive vs. Active Investment Strategies: Choosing The Right Mix of Activities

Picture of Stephen Ahern Stephen Ahern: Jun 24, 2024

Considering passive and active investment strategies is part of building a portfolio you feel...

Investing
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Understanding the impact of economic trends can help investors make thoughtful and strategic investment decisions. A couple relaxes in the forest, sitting on a fallen tree trunk.

3 min read

The Impact of Economic Trends on Investment Opportunities

Picture of Michael Callahan Michael Callahan: May 30, 2024

A sound investment strategy should be flexible because the economy is constantly in flux. Economic...

Investing
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6 min read

Financial Planning Tasks for Big Life Transitions

Picture of Janice McGarry Janice McGarry: May 30, 2024

Financial planning is about more than maximizing your money. It's about being prepared for what...

Financial Planning
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Mother helping son with homework sitting at desk In bedroom. Comprehensive financial planning provides peace of mind for families like this.

4 min read

Comprehensive Financial Planning: Seven Elements to Address

Picture of Eric Sachetta Eric Sachetta: Apr 26, 2024

Navigating the uncertainties of life can be challenging, but with comprehensive financial planning,...

Financial Planning
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Happy senior couple, cooking in the kitchen as they enjoy retirement. Homeowners considering selling their primary residence should consider maximizing their Section 121 exclusion.

3 min read

Selling Your Primary Residence? How to Exclude Your Gain From Tax

Picture of Joseph Sachetta Joseph Sachetta: Apr 26, 2024

Is there any chance you’ll sell your home soon? If so, maximizing your Section 121 exclusion needs...

Financial Planning
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Child with mother listening to a shell at beach. Value investing. Practicing picking stocks

3 min read

Value Investing: Principles and Practices for Long-Term Success

Picture of Stephen Ahern Stephen Ahern: Mar 22, 2024

"What gives you opportunities is other people doing dumb things." That's how Warren Buffett, a...

Investing
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4 min read

Five Questions for Legacy Planning with Strategic Investments

Picture of Jeffrey Aron Jeffrey Aron: Mar 22, 2024

What's the most high-impact way you could use your wealth to help the people and things you love...

Financial Planning Legacy Planning
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Happy mature friends having dinner together. Tax-efficient investing is about growing investments in ways that are aligned with your broader financial goals—without losing more to taxes than you need to.

4 min read

Tax-Efficient Investments: Maximizing Long-Term Results

Picture of Cailin Suvarna Cailin Suvarna: Feb 29, 2024

Designing a tax-efficient investment strategy might feel like a game of financial chess. There are...

Financial Planning
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