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5 Questions to Ask Before Hiring a Fee-Only Certified Financial Planner

Are you ready to bring a fee-only financial advisor into your life to help you map out a financial plan for your future? Hiring a certified financial planner is an incredibly personal decision and should not be taken lightly. Use these five questions as a guide while you consider if a prospective fee-only certified financial planner is the right choice for you.

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Ten Financial Best Practices to Jump-Start Your New Year

As we wrap up the current year, one of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation and planning. Want to get a jump-start on 2018? Here are 10 financial best practices to energize your wealth management efforts. Take on one each month in 2018, and you’ll still have a couple of months to spare before we’re ringing in 2019. Let us know if we can help you turn your financial planning jump-start into a mighty wealth management leap.

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12 Smart Planning Moves to Consider as Tax Reform Looms

It’s hard to believe, but another year is almost behind us. With January just around the corner, now is a great time to review various items you may want to consider as you get set to enter 2018. Many of the IRS publications referenced below are for tax year 2016. Changes are not anticipated when the 2017 guides are published. Before we get started, let me stress that it is my job to assist and help you! I can’t overemphasize this enough, and I would be happy to review all the options that are best suited for your situation. However, when it comes to tax matters, I recommend you check with your tax advisor.

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How Prepared Are You and Your Portfolio For The Next Bear Market?

Since the turn of this century, there have been two major market meltdowns. The first one occurred between 2000 and 2002 with the bursting of the Tech Bubble when the S&P 500 dropped 49%. The other meltdown referred to as the Great Recession occurred from 2007 to 2009 when the stock market plummeted an astounding 57%. When was the last time you assessed whether your current portfolio mix is optimized to help you achieve your financial goals? If it’s been a while – or never – we should talk. Because there’s never a better time than today to ensure you and your portfolio are well-prepared for the next bear market.

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