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What is asset allocation? How is my money being invested?After your plan is delivered and you have a game plan for your wealth, you may want to know more about the tactical side of executing your plan. One large part of this is asset allocation. Asset allocation...

Not all tax services are created equally. When the calendar begins to approach April 15, what you might owe Uncle Sam is probably on the mind. Not only does it matter what happens immediately shortly before the deadline, but it’s important to start planning for the...

When a grandchild joins the family, grandparents naturally want to see them have the best upbringing possible. Part of this can include cash in the birthday cards or checks in the stockings – however, for larger gifts there are better ways to give all while minimizing...

What Is an ETF?An Exchange Traded Fund (ETF) is a type of security that holds small proportions of other securities, like equities, that often track an underlying index. ETFs are in many ways like mutual funds; however, ETFs are traded throughout the day and listed on...

Be sure to use the laws to your advantage when considering what to do with your retirement accounts.Change is abundant in 2020, and some important changes have been made concerning retirement and Required Minimum Distributions (RMDs). If you turned 70 ½ during 2019,...

Here are the right questions to ask so you know what’s going on behind the scenesIf the topic of wealth feels like something that’s “too confusing” to learn and you currently have a financial advisor, have you ever wondered why they haven’t helped you understand the...