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Most often the best tax planning not only looks at the current year tax, but considers how you might reduce taxes over multiple years – 3, 5, or 10 years? As we head into fall, here’s a few tax planning strategies that might be worth considering before year-end…
Read MoreAre your emotions getting in the way? Here's a few tips on how you can avoid being a statistic, stop reacting or investing based on emotions and instead invest based on strategy.
Read MoreWorried about politics and your investments or financial goals. Let’s address some of these concerns as we head into the 2020 presidential election.
In any presidential election year, there is a degree of heightened anxiety and uncertainty. This year is certainty no different…
Read MoreCoronavirus has changed just about everything for just about everyone everywhere. Retiring is one of the biggest life changes most people will make, yet few plan for it properly. If you are retiring or thinking of retiring over the next 5 years here are 6 factors to consider and discuss as you plan for retirement.
Read MoreThe stock market is flirting with new highs, but the uncertainty remains. When it comes to dealing with the uncertainty of the markets, COVID-19, and the upcoming election cycle how are you doing? Let’s briefly reflect on the past couple months, look ahead and check in with ourselves…
Read MoreAs we enter Fall 2020, where will we go from here? When it comes to your finances how will you respond? Discover 3 steps you can take as we wait out COVID and enter the election season.
Read MoreFinancial success is unique to you. Your priorities and goals help define what financial success means to you. Here’s 4 principles that you can apply to help you get there.
Read MoreCOVID-19 has certainly rattled the markets and investors, but it’s still early to know just how 2020 will turn out. It can be tough to keep cool when you see the market dropping or to control your exuberance when you see it shooting upward. So as the you go into the second half of year keep in mind…
Read MoreWhen it comes to your investments, risk or the uncertainty of returns is the price that all investors pay for the potential of receiving higher returns…
Read MoreCan you find financial confidence among all this confusion? Our role as financial advisors is to guide our clients to financial stability and retirement security. None of us can control the virus, economy or the markets, but you can be confident and find a sense of contentment if you apply Biblical Principles relating to your finances.
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