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Just some words we wrote on financial planning and investment management topics for you.

NEWS UPDATES

David Brown

May 24
6 min

Are You a HENRY (High Earner, Not Rich Yet)?

Samuel Flaten

Apr 12
7 min

Is Your Tax Return a Red Flag? Top 13 IRS Audit Triggers

David Day

Apr 6
7 min

Moving to a New Job – What to do with 401(k) Assets

Samuel Flaten

Feb 16
6 min

Doctors: Ready, Aim, …Retire Early?

David Day

Jan 27
6 min

Should You Buy a Vacation Home?

Maryan K. Jaross

Nov 9, 2022
6 min

Second Marriages and Finances – Let’s Discuss

Samuel Flaten

Oct 24, 2022
6 min

3 Big Reasons to Discuss Your 401(k) with your Financial Advisor

David Brown

Aug 22, 2022
6 min

Different Ways to Invest in Real Estate

David Brown

Jul 26, 2022
5 min

How Do Investments Perform Under Inflation?

Matthew Kelley

Jun 7, 2022
6 min

13 Questions to Ask Before Choosing a Financial Advisor

David Day

May 27, 2022
4 min

Three Financial Mistakes People Make by Ignoring Their Advisor

Matthew Kelley

Apr 19, 2022
6 min

Investing in Cryptocurrencies: The (Unbiased) Basics

David Brown

Mar 2, 2022
3 min

Three Ways Medical Practice Owners Can Improve Their Cash Flow

Maryan K. Jaross

Feb 9, 2022
5 min

How to Financially Prepare for a Natural Disaster

David Day

Nov 18, 2021
3 min

Public Service Loan Forgiveness – Important Updates

David Day

Sep 16, 2021
7 min

Nine Tips for Reducing Taxes Now and Later

Maryan K. Jaross

Jul 16, 2021
7 min

Should You Break Up With Your Financial Advisor?

Maryan K. Jaross

Jun 21, 2021
7 min

Retirement: Are You Financially and Emotionally Ready?

Matthew Kelley

May 18, 2021
5 min

What Is a Fiduciary Financial Advisor? Six Things You Should Know

David Brown

Apr 23, 2021
6 min

BLOG

Just some words we wrote on financial planning and investment management topics for you.

NEWS UPDATES

Are You a HENRY (High Earner, Not Rich Yet)?

Is Your Tax Return a Red Flag? Top 13 IRS Audit Triggers

Moving to a New Job – What to do with 401(k) Assets

Doctors: Ready, Aim, …Retire Early?

Should You Buy a Vacation Home?

Second Marriages and Finances – Let’s Discuss

3 Big Reasons to Discuss Your 401(k) with your Financial Advisor

Different Ways to Invest in Real Estate

How Do Investments Perform Under Inflation?

13 Questions to Ask Before Choosing a Financial Advisor

Three Financial Mistakes People Make by Ignoring Their Advisor

Investing in Cryptocurrencies: The (Unbiased) Basics

Three Ways Medical Practice Owners Can Improve Their Cash Flow

How to Financially Prepare for a Natural Disaster

Public Service Loan Forgiveness – Important Updates

Nine Tips for Reducing Taxes Now and Later

Should You Break Up With Your Financial Advisor?

Retirement: Are You Financially and Emotionally Ready?

What Is a Fiduciary Financial Advisor? Six Things You Should Know

Questions for Couples of All Ages to Ask Before Saying “I Do”

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