We’re experiencing a period of upheaval in the world today, which has also had an impact on the economy and markets. Given the spike in volatility and uncertainty we’re seeing in the broader economy, it may be time to step back and carefully review your financial life. Take some time to assess where you stand…
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With the focus on the COVID-19 pandemic, the coming hurricane and wildfire season is likely not on many Americans’ radars right now. However, with many people in a financially precarious position over the last couple of months, it’s more important than ever to be prepared for a natural disaster. While no one can predict exactly…
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With graduation season drawing to a close, many recent graduates are making their first major decisions about the future – where to live, which job to take and how to spend their non-working hours. Stepping out on their own often comes with another big first – being financially independent. While this newfound control can be…
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As a financial advisor, I help my clients navigate through many questions about estate planning. I encourage all of them to create a will stating how they want their property distributed in the event of their death. But I also recommend my clients consider another legal document, a trust. A trust may be a good…
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