“Someone is sitting in the shade today because someone planted a tree a long time ago.” Warren Buffett. These powerful words beautifully articulate the true essence of financial planning—time. It takes time to build wealth…
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Checklist For Year-End Planning
Looking to year end I know it’s a busy time. But it’s not too soon to start thinking about taxes. Many questions about the new administration have come my way, including questions about new tax…
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Open Enrollment Begins November 1st. Consider These 4 Tips For Choosing a Health Insurance Plan
Open enrollment (the annual period where you can enroll in major medical health insurance plans), begins November 1, 2020 and will remain open for 45 days, or until December 15. For someone looking to change…
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What Issues Should I Consider Before The End Of The Year?
The end of the year provides a number of planning opportunities to address. Click here for a comprehensive checklist of the types of year-end planning issues you should be considering to ensure you maximize cash…
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17 Financial Resolutions for 2017
With the start of the new year, now is the time to start thinking about how you’ll make 2017 fulfilling and fruitful for you and your loved ones. For more than 4,000 years, many people…
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