Category Archives: Uncategorized

Complete tax system overhaul…hmm

Tax reform or…not? You can be forgiven if you’re skeptical that Congress will be able to completely overhaul our tax system after failing to overhaul our health care system, but professional advisors are studying the newly-released nine-page proposal closely nonetheless.  … Continue reading

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Ways to curb the urge to splurge

  How do you stop yourself from overspending?  The urge to splurge is one of the toughest challenges to a monthly budget, and leads to unhappy encounters with the credit card statement.  But psychologists say there are solutions for the … Continue reading

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8 Mistakes To Avoid in Estate Planning

  Common estate planning mistakes The most common way to transfer assets to your heirs is also the messiest: to have a will that is so out of date that it doesn’t relate to your property or estate, to have … Continue reading

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Wellness and financial goals…hand in glove

  Health and Financial Wellness   Your financial plan is about your goals and finances.  But is it also about your health? In a recent blog post on the Forbes.com website, financial planner and medical professional Carolyn McClanahan suggests that … Continue reading

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Current bull market churns on

2017 Third Quarter Report The last few years of a bull market are always a bit of a mystery to professional investors; the market rises faster than it did in the early, cautious years when nobody believed there WAS a … Continue reading

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ACA open enrollment a month away

  Don’t Miss Open Enrollment Each year, the Affordable Care Act—popularly known as Obamacare—creates a period when health insurance policyholders can buy or change their coverage through state exchanges or the government website.  This year, many locations will feature fewer … Continue reading

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Escaping inflation?

  What Costs More Inflation has been pretty benign over the last 20 years, right?  The U.S. Consumer Price Index has ranged from negative 0.4% in 2009 to a high of 3.8% in the awful 2008 economic year.  In 13 … Continue reading

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