Category: financial planning
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Should Affluent Clients Self-Insure for Long Term Care?
by C. Brant Steck, CFP®, Vice President of BUI One of the most common questions advisors ask relating to long term care insurance for affluent...
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5 Ways Women Can Take Control of Their Finances
Women’s individual and collective experiences, situations, challenges and solutions vary widely. This makes it nearly impossible – and irresponsible – to apply a “one size...
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How Do You Protect Your Portfolio from Inflation?
by Michael Evans, Founder & CEO of Cogent Strategic Wealth In case you haven’t noticed, inflation—like that Audrey II plant from Little Shop of Horrors—seems...
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How Do You Measure Success? Measuring the GAIN To Bridge the Over-Achiever GAP
by Michael Evans, Founder & CEO of Cogent Strategic Wealth If hard-driving professionals like us had a theme song, it might be the Rolling Stones’...
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Tax Withholding Choices for Your Restricted Stock Units (RSUs)
Congratulations, you’ve been granted Restricted Stock Units (RSUs) and they are about to vest. This can be an important financial opportunity for you and your...
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12 Bold Financial Moves for the 12 Months in 2022
By Michael Evans, Founder & CEO of Cogent Strategic Wealth Fortune favors the bold, right? As an intrepid entrepreneur, I’ve long embraced this adage. For...
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Team Member Spotlight: Liz Winkle
We are so lucky to have Liz on our team. Not only is she an all-around great person and easy to get along with, but...
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7 Simple Tips to Magnify Your Charitable Gifts and Make Them Even More Impactful
At Cogent Strategic Wealth, we assist families like yours every day to design, build, and protect plans for achieving all things important in your life....
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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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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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