Many retirees are nervous about expanding their portfolios with bonds due to the uncertainty of the rising rate interest rates. Nevertheless, individual bonds or bond funds are a necessary component...
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03/02/18
12/10/15
7 Year End Financial Planning Moves
Now that the year is almost over, it’s a good time to wrap up any loose money ends and prepare for the coming year. With the right positioning, you can reduce your tax liability for this year,...
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11/30/15
Not Just Another Financial Planner Website
When we first launched our business back in 2012 we put up a simple website so folks could find us online. Later we made a few enhancements, but always felt it was incomplete — there was...
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05/18/15
Taking Stock: Are your assets covered?
It’s difficult to talk about asset and estate planning because it tends to remind us of our own frailties and eventual demise. In some cases, it can be even more disturbing to think about becoming...
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03/03/15
5 Prudent Steps for Protecting Your Financial Information
Every other week, it seems that we hear of another cybersecurity breach that puts your information at risk. Whether a hacker has stolen your credit card number from a store’s database, or whether...
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10/07/13
What is Asset Class Investing?
Imagine you are an aeronautical engineer, on a team competing for a design contract for a new airliner. You are designing what will be a new fleet of airplanes intended for commercial air travel....
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