Category: financial planning

When Should You Take Your Social Security?
When Should You Take Your Social Security?
Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they...
Video: 3 Ways for High-Income Earners to Pay Less in Taxes
Video: 3 Ways for High-Income Earners to Pay Less in Taxes
by Michael Evans, Founder & Wealth Manager Cogent Strategic Wealth Are your earnings considerably higher than you’d planned for? Are you selling a thriving business,...
Investment Lessons From 2022
Investment Lessons From 2022
By Larry Swedroe, Head of Financial and Economic Research, Buckingham Strategic Partners While each year features new twists on the age-old investment stories, smart investors...
Top 3 Action Items on Your Year-End Financial Checklist
Top 3 Action Items on Your Year-End Financial Checklist
by Michael Evans, Founder & Wealth Manager It’s that time of year again. Yes, warm beverages and pumpkin pie come to mind. But so does...
How to Find an Advisor You Can Trust
How to Find an Advisor You Can Trust
by Larry Swedroe, Chief Resource Office, Buckingham Strategic Partners Several years ago, I met with a wealthy widow who had been quite a bit wealthier...
Are You Tipping the Government by Paying Too Much in Taxes?
Are You Tipping the Government by Paying Too Much in Taxes?
by Michael Evans, Founder & Wealth Manager If a powerful genie were to grant us one wish related to your financial well-being, I would wish...
Video: Do You Have Clarity That You Are on the Right Track?
Video: Do You Have Clarity That You Are on the Right Track?
Life is a series of tradeoffs, but do you feel that you are missing out? Do you have the confidence, the clarity, to know it’s...
Video: How Working With an Objective Advisor Can Make a Difference
Video: How Working With an Objective Advisor Can Make a Difference
So what’s really important for you? How do you build a plan based around the evidence that’s out there and how do you apply it...
3 Crucial Lessons for Weathering the Stock Market’s Storm
3 Crucial Lessons for Weathering the Stock Market’s Storm
KEY TAKEAWAYS                     Reacting to down markets is a good way to derail progress made toward...
Video: How a Guide Can Help Your Financial Life
Video: How a Guide Can Help Your Financial Life
At Cogent Strategic Wealth, we educate our clients on their choices. As the leader of your family, you get to decide what is best for...
20 Steps to Take Now to Prepare for a Possible Recession
20 Steps to Take Now to Prepare for a Possible Recession
by Michael Evans, Founder & Wealth Manager Rather than trying to react to market mood swings caused by unexpected inflation and rising interest rates, here...
Planning for Inspired Career Transitions: Practice Makes Perfect for Successful Professionals
Planning for Inspired Career Transitions: Practice Makes Perfect for Successful Professionals
by Michael Evans, Founder & Wealth Manager If there’s a group who has what it takes to live life on their own terms, it’s high-achieving...

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