Make Your End of The Year List & Check It Twice

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When it comes to December, we can all learn a lesson regarding our finances from, none other than Santa himself!!  Just like Santa, we all need to “make a list and check it twice” regarding all the outstanding items that HAVE to be done by the end of the year. Remember, even though taxes are […]

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Thanksgiving: A Time for Family Planning

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November is the time of year where we think about all that we are thankful for; a time to gather with friends and family to share a meal and some precious time together.  It is one of the few times when all familial generations are together.  While you are gathered around the table with your […]

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Tax Planning – Preparation and Accuracy goes a LONG way

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The current changes to the tax code this year has everyone in a tail spin. It is the largest overall of the tax system in 30 years.  Sensational headlines and impulsive reactions only compound the confusion.  But even in these times of adjustments, thorough and accurate tax planning is always an excellent strategy to help […]

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Welcome to Financial Accountability

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Knowledge is the key that opens the door of opportunity. You have striven to provide multiple opportunities to educate your children – whether through formal education or necessary life-lessons. But do your children have the financial education that they need to make decisions that can help their overall Wealth Management?  Are they educated with investment […]

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Elder Care: Communication is Key

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The key to any relationship is communication – even if the topic may be a difficult one.  Establishing a plan for your loved one as they age is essential to ensuring that their needs and wishes are met.  Oftentimes, we feel, as children, that this topic is too upsetting for our parents or grandparents to […]

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Financial Life Education

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You have protected, acquired and built your wealth – but are you comfortable with someday transferring it to your kids? Do they know enough about Wealth Management to handle that transfer?  Are they educated with investment strategies, financial planning and all the tax implications that may follow?   Do they understand the basic and fundamental concepts […]

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Don’t Put Your Tax Strategy on Vacation

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The changes to the tax code have left most of our clients with more questions than answers. It is easy to become confused with the newest revision to the Tax Code.  It is the most extensive change in the past 30 years.  But now is the time to evaluate how these changes will affect your […]

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Succession Planning : Communication Is the Key to a Seamless Transition

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You’ve worked hard to establish and grow your business. You’ve provided quality products and services to your clients – establishing a reputation built on trust and loyalty.  You’ve built your team of trusted employees who have shown support and dedication to you and your clients throughout the years. You care about your business – and […]

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“Spring Cleaning” – A Great Time to Reassess Your Risk Tolerance

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Spring time brings about a sense of renewal and change. Everything comes back to life after a long hibernation.  As we embrace this new season, perhaps it is a good time to reassess your financial health and ways to spark new growth or change.  Considering this Winter’s slightly tumultuous ride on Wall Street, this Spring […]

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TRUE Wealth Management – A Case Study

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We believe that TRUE Wealth Management is the combination of three main factors – protecting wealth, accumulating wealth and transferring wealth. This is achieved by utilizing four types of services – tax/accounting, financial planning, investment advisory and professional relationship management.  The following is an excellent example of how ALL facets of our organization came together […]

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