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When it comes to wealth planning, knowledge is power. This financial planning content is available to you free of charge, whether you’re a client of ours or not.

Financial Planning for Business Owners

Starting a business is one of the most exciting times in your life. It is the realization of a concept to provide a necessary service to people either within your local area or beyond. However, there are risks and the failure rate is high—approximately 50 percent of new businesses close within the first five years […]
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6 Ways to Value Your Company

I had a prospective client come to me the other day. His question: How much can I get for my company? However, it isn't that simple and a company is only worth what someone is willing to pay. So, you may find yourself in 6 scenarios with 6 different ways to sell your company. Here […]
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What is Wealth Diversification?

Wealth diversification may sound like a complicated term and practice. Watching TV business programs, financial experts drop these and other terms, making you believe that you’re illiterate when it comes to financial literacy. The reality, though, diversification, or in this case wealth diversification, is very simple. Just focus on the word diversity. Chances are you’ve […]
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Your Retirement Approach Free of Tax

Planning for retirement is not like it used to be. Today, people live longer after they retire. As a result, saving for retirement is more critical than ever. The benefit of this new reality is that there are more qualified experts to help you prepare for retirement. Some of these financial planners are well-versed at […]
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7 Most Overlooked Things in Divorce

The divorce process sucks!  It can be a whirlwind of emotions with many decisions that have to be made. Separating the emotions with the decision making is typically the hardest. Studies show that women often make out financially worse than their male counterparts, and more of the costs often fall on the women then the […]
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Q1 2020 Newsletter

Happy New Year!  I hope everyone had a great end of the year and are geared up for a new decade!  Every year I like to reflect on the past to appreciate where I am and gain clarity on what I want for the year ahead.  This past year for us has been very similar […]
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Q4 2019 Newsletter

I hope you’re back in the swing of things and out of that post-summer blues.  There are a few things I would like to address in this newsletter as we gear up toward the end of the year. GRWP: By now, most of you have been able to view your accounts online. I have heard […]
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