In today’s constantly changing financial landscape, taking a comprehensive look at your financial well-being—including savings, spending, living expenses, and emergency funds—is more important than ever,...
Special post by Michael Evans, Founder of Cogent Strategic Wealth Cogent Wealth, the firm I founded, just celebrated 15 years of serving clients. Yet, I’ve...
What You Will Learn This article explores how those over the age of 70½ have tools to strategically maximize their charitable giving while reducing taxes....
Financial markets showed resilience in 2024, extending the bull market that began in late 2022 as stocks weathered interest-rate changes, uncertainty around the US elections,...
What You’ll Learn: This post will guide you through the financial planning and decision-making processes during your child’s high school years, highlighting: Recap and Introduction...
What You’ll Learn: This post will guide you through the financial planning and decision-making processes, guiding you through the Journey of College Planning, highlighting: Welcome...
What you will learn: In this blog post, you’ll discover why presidential elections have surprisingly little impact on long-term investment returns, debunking a common myth...
Once you’ve reached a certain level of wealth, you may start thinking, “What comes next?” It’s not uncommon for your focus to move from accumulation...
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