The Wealthy Gardener: Life Lessons on Prosperity

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April 16, 2021
 | 
Enjoy The Journey
Uncategorized

Family Time

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April 16, 2021
 | 
Enjoy The Journey
Uncategorized

It’s Not Considered Work If You Love Doing It

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April 16, 2021
 | 
Enjoy The Journey
Uncategorized

Went For My Morning Run

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April 13, 2021
 | 
Enjoy The Journey
Uncategorized

Tips for Making the Most of Your Inheritance

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April 5, 2021
 | 
Estate Planning
Financial Planning
Investing
Legacy
Protecting Wealth

Women and Wealth: Taking Charge of Your Finances

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March 28, 2021
 | 
Financial Planning
Legacy

How Does Dollar-Cost Averaging Work?

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March 1, 2021
 | 
Protecting Wealth
State of the Market

Preparing for the 2021 Tax Season

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February 25, 2021
 | 
Taxes

Choosing the Right Life Insurance Policy

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February 1, 2021
 | 
Estate Planning
Insurance

4 Smart Money Moves for 2021

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January 29, 2021
 | 
Investing

Tax Tips for Charitable Donations

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January 4, 2021
 | 
Financial Planning
Investing
Legacy
Protecting Wealth

Creating a Successful Business Succession Plan

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December 17, 2020
 | 
Financial Planning
Protecting Wealth
Retirement

Understanding Your Retirement Income Plan

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December 1, 2020
 | 
Protecting Wealth
Retirement

How to Make a Wealth-Transfer Plan

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November 17, 2020
 | 
Legacy
Retirement

The Importance of Long-Term Care Planning

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November 2, 2020
 | 
Financial Planning
Insurance
Legacy
Protecting Wealth

What You Need to Know About Investing During an Election

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October 30, 2020
 | 
State of the Market

Preparing for Healthcare Costs in Retirement

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October 1, 2020
 | 
Insurance
Retirement

6 Steps to Protecting Your Wealth During Divorce

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September 24, 2020
 | 
Financial Planning
Protecting Wealth

Understanding Retirement Income Tax

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September 1, 2020
 | 
Taxes

5 Rules of Long-Term Investing

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August 3, 2020
 | 
Investing

Two Strategies for Rebalancing Your Portfolio

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July 17, 2020
 | 
Investing
State of the Market

Is Your Business Protected if Disaster Strikes?

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July 1, 2020
 | 
Financial Planning
Insurance
Protecting Wealth

Understanding Behavioral Bias

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June 29, 2020
 | 
Investing

Your IRA and Your Legacy

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June 1, 2020
 | 
Legacy
Retirement

Keeping Emotions at Bay During Virus Volatility

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May 29, 2020
 | 
Protecting Wealth
State of the Market

5 Tips for Navigating the Coronavirus Crash

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May 1, 2020
 | 
Protecting Wealth
State of the Market

Leave a Lasting Legacy: Consider Your Impact on the World

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March 30, 2020
 | 
Legacy
Retirement

What the SECURE Act Means for Your Retirement

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February 28, 2020
 | 
State of the Market

Don’t Miss These 6 Year-End Financial Planning Opportunities

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December 27, 2019
 | 
Financial Planning

College Savings Plans: Breaking Down the Complexities

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December 2, 2019
 | 
Financial Planning
Investing

Be Prepared: 7 Estate Planning Tips

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November 1, 2019
 | 
Estate Planning

5 Financial Wellness Tips for the Sandwich Generation

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October 1, 2019
 | 
Financial Planning

8 Simple Tips for Organizing Your Finances

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September 2, 2019
 | 
Financial Planning

Changing Jobs? Don’t Forget Your Retirement Account

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August 1, 2019
 | 
Retirement

5 Tips for Managing a Sudden Financial Windfall

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July 1, 2019
 | 
Financial Planning

Exposing the Top 7 Social Security Myths

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June 3, 2019
 | 
Retirement
State of the Market

5 Kid-Friendly Financial Literacy Tips

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April 1, 2019
 | 
Financial Planning

The 5 Phases of Pre-Retirement

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March 1, 2019
 | 
Investing
Retirement

5 Tips for When the Markets Get Rocky

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February 1, 2019
 | 
Protecting Wealth
State of the Market

Stop Procrastinating: 5 Financial Resolutions You Can Start Right Now

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January 1, 2019
 | 
Financial Planning