Blog Posts

Revisit Your Fiscal Priorities Each Year

Building a healthy financial life is an important concern that everyone should address with diligence and care. Rather than being a one-time event, evaluating your finances—and ensuring you don’t lose sight of your goals—requires timely, purposeful attention.

Imagine, for example, if you went to the doctor, created a thorough and personalized health strategy, carefully stuck to the plan, and then didn’t have another appointment for 5 years. You might have felt as though you didn’t need to go to for a checkup because your plan helped you make healthy life choices. However, the reality is that a lot can change in a very short period of time, such as medical advancements and new ailments. Though you believed you were on the right path, you might have missed critical guidance and professional insight.

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Whether you’re interested in buying a condo in your favorite vacation spot or are interested in rental income, it’s critical that you consider how the purchase fits into your lifestyle and financial picture. Owning a second home can seem glamorous and potentially offer you another source of income, but it can also be a time and money pit. Whatever your reasons for considering another property, here are some factors to consider before taking the plunge.

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We found the article, “Tax and Wealth Planning Implications of a Trump Presidency,” from WealthManagement.com to be a thoughtful and informative read. If you are curious about potential tax implications that may result from this new administration, we encourage you to consider the points made in this article which highlights both the proposed Trump Administration Tax Plan and House GOP Tax Plan. We will continue to stay on top of potential tax changes and plan to provide you with updates if and when appropriate.

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By Jessica Kmetty

Are female investors all that different from their male counterparts? When it comes to setting goals and making decisions, the differences might not be obvious. A recent study showed the top three financial goals for both women and men were a comfortable retirement, maintaining their current lifestyle and covering healthcare costs. It also showed a high majority of both women and men feel confident in their ability to make successful investment decisions. So why is there so much emphasis placed on the habits of female investors? Let’s explore some reasons:

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By John C. Fales

Sometimes it’s hard to tell your spouse they’re spending too much money, to tell your friends you need to skip the annual trip this year, or to tell your child their new car needs to be a joint investment rather than a gift. However, wouldn’t it be easier to have a crucial conversation today rather than a really challenging one later that starts with, “We have a big financial problem”?

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