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Divorce- Stay or Go, What You Must Know.  Thumbnail

Divorce- Stay or Go, What You Must Know.

It is often said that “half of marriages end in divorce.” The truth is that divorce rates have declined over the last ten years (1). Whether you choose to stay married or divorce, the amount of couples getting divorced is still staggering and it can happen to any of us. Divorce is far reaching, often affecting more than just the two people involved and their possessions. Family, friendships, children, businesses, real estate, income, assets, and retirement are a few things on that very long list.

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What to Do When You Get a Raise Thumbnail

What to Do When You Get a Raise

In 2022, the US inflation rate was the highest it had been since the early 1980s (1). This puts a lot of strain on the income Americans are earning. Getting a raise, especially a significant one, can go a long way to helping pay for those increases in goods and services. In some cases, it can also be as much of a curse as a blessing. Here are some smart steps you can take to make the most of your raise.

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Playing the Tax Game

Let's face it; no one enjoys paying taxes. Often I’m asked about managing money in a way that avoids taxes altogether. I’m here to tell you that there is no secret sauce. I think that people have the wrong idea about their taxes. It is not a matter of avoiding them altogether but rather paying them at the lowest rate possible. I’d like to put a few tax-planning strategies on your radar for when tax planning season comes around. This is by no means a comprehensive list, but rather a few key concepts that I think are often overlooked:

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A Penny A Day Thumbnail

A Penny A Day

You have probably witnessed a tweet or some financial ‘expert’ on TikTok pose the question, “Would you rather have a million dollars today or a penny doubled every day for 30 days?” The purpose of this question is that today many people are inclined towards instant gratification due to one-day amazon prime shipping, subscription services, and on-demand entertainment. Not only is the $1,000,000 gift today significant, but if I don’t have to wait 30 days, sign me up! Heck, maybe I’ll even invest it. Obviously, this hypothetical exercise is meant to make you think it through. Why bother asking the question if the answer is so obvious?

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What is My Advisor Doing During a Bear Market? Thumbnail

What is My Advisor Doing During a Bear Market?

Anyone can seem like a good financial advisor when markets are doing well. The expectation investors have when investing in capital markets is to make money, so when expectations are easy to meet, the bar tends to be set pretty low. However, it’s downturns in the markets that separate great financial advisors from mediocre ones. It’s times like these when people may wonder what their financial advisor is doing during this bear market.

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