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Finance 101 Webinar: How to Make Your Money Work for You
Create smart money habits to set yourself up for success. Kelly Stanley, CFP, MBA and Wealth Advisor for Cogent Strategic Wealth presented this webinar for...
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ESG Investing: It Can Be a Good Investment Strategy
If you could invest in funds that thoughtfully filter for companies’ environmental, social, and corporate governance (ESG) practices without sacrificing expected returns, would you adopt...
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Tax Planning in Turbulent Times Part 3: Tax-Wise Financial Planning
In our last two pieces, we covered some tools of the tax-planning trade appropriate for high-achieving professionals like yourself, as well as how to deploy...
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How To Overcome Entrepreneurial Financial Planning Challenges and Deal with Setbacks
Are you an optimist? Me too. Being upbeat is essentially a job requirement for us hard-charging entrepreneurs. How else could we prevail over all the...
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Tax Planning in Turbulent Times Part 2: Tax-Wise Investment Techniques
In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education,...
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Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No...
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Reimagine How and Where You Live Your Life: A Personal Anecdote for Imagining and Achieving Your Best You
In our recent post entitled “Are You (and Your Financial Plans) Ready To Take a Sabbatical?” we explored the steps toward taking a sabbatical, to...
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Is There Value in Small Value Stocks?
Swing in Small Value Stocks Shows Benefits of Staying the Course ...
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Are You (and Your Financial Plans) Ready To Take a Sabbatical?
“If in your mind it was possible to take a year’s sabbatical from work to reassess your life, what would you do and where would...
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Flexible Trading Provides Real Cost Reductions
Who cares about how the mutual funds or ETFs in your portfolio implement their trading policies? We do! We look to partner with those who...
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Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning
In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their...
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How Could Inflation Impact Your Investment Portfolio?
We are sharing the latest video from a new financial video series released by our strategic partner: Buckingham Strategic Partners. You’re not alone if the...
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