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Adding world travel to life goals
Travel is an investment in life and should not be considered an expense. Corporate America is not known for its generous vacation time...


The risk of being too conservative
It’s counterintuitive to think that being conservative with your investments isn’t effectively protecting your assets and can pose an...


Surprised that you got a tax bill? You are not alone
Many people are surprised to learn they are going to be paying more tax this year. This is thanks to the recent tax law changes, the Tax...


How to write a business plan
If you’re self-employed, it’s prudent to put your business plan into words, which is the first step to putting your vision into action....


Why you should exercise those incentive stock options now
If you're working for a company who is compensating you with stock, you may have been lucky to receive incentive stock options. AKA,...
To rollover or not to rollover, that is the question
If you’ve contributed to a workplace retirement plan and have since left your job, you would then be eligible to rollover your 401(k),...


Why financial planning is more than just a document
After engaging in financial planning, you should expect to receive more than just a plan document. The plan, however important, should...


Replacing your investment property tax-free (1031 exchange)
If your investment real estate is sitting on a comfortable gain, you may be wondering what you can do with this new found wealth. Simply...
How to make art part of your investment portfolio
Who doesn’t want to include high-priced art in their portfolio and call it an investment while enjoying its magnificence over the...


The risk of being too conservative with your investments
Some people don't like the stock market. Confidence waned since the 2008-2009 Financial Crisis with fewer people participating^1 in the...
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