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When you think about taxes, you might first think about your accountant. However, a financial advisor can also help you with your taxes. In 2017, Americans paid a whopping $1.66 […]

Succession Planning

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When the unexpected hits your business, you need to have something in place that keeps it, and you, protected. Now, you may be saying that you have some sort of […]

Starting a Family

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When some people imagine having a child, they feel only excitement. Others are gripped by financial anxiety. After all, raising a child isn’t cheap, and the stakes become so much […]


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When you’re in love, talking about money may seem mundane. 40% of couples don’t talk about how they’ll manage their money before marriage. That’s a problem: solid finances are a […]

Estate Planning

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As little as any of us wants to think about death, no one lives forever. However, most people put off estate planning for far too long. Approximately 60% of Americans […]

Starting at a New Job

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Congrats on getting a new job offer! You’ll be adjusting to new coworkers, new job responsibilities, and more. In the middle of these changes, don’t let your financial goals start […]

Profit and Loss for New Business Owners

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Do you know how well your business is doing–really doing? Over 627,000 new businesses open each year, but almost half of them fail before they hit the five-year mark. Are […]


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Americans are highly mobile, moving an average of every five years. Some move across town to a better neighborhood; others clear across the country or the world. Relocating is exciting. […]

Employer-Sponsored Retirement Plans

The American Dream tells us that our retirement years should be spent enjoying the fruits of a life of labor. Most people imagine long years of content ahead of them […]


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A good budget covers all your usual expenses. However, no budget can cover every unexpected event: a house fire, a broken bone, a car accident. Few people have enough money […]

Managing Risks in Your Business

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No risk, no reward. Managing risk is an essential part of running a business. A company that isn’t prepared for the worst can be destroyed by bad luck. A well-prepared […]


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If you’re reading this article, chances are you’re experiencing the emotional, financial, and time-consuming stress of divorce. You’re not alone, either–almost 800,000 divorces are finalized each year in the United […]

Upcoming Retirement

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Many of us have watched our parents and grandparents wrap up a lifetime of work and settle down to their well-deserved reward of a relaxed retirement. But more and more, […]

Banking and Debt Management

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Charles Dickens once wrote, ““Annual income twenty pounds, annual expenditure nineteen and six, result happiness. Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.” Not much […]

Retirement Planning

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Once you hit retirement, you might think that you’ve finally made it. Your job is over and it’s time to glide through the rest of your golden years. Unfortunately, that’s […]

Estate Planning For Your Business

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You know the importance of doing estate planning for the future of your family. You can protect your assets and look out for your loved ones when you are no […]

College Planning

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About 66% of employees with a bachelor’s degree enjoy an average of 66% more income than their counterparts with only a high school diploma. This is one of many reasons […]

Looking at the Numbers

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Our friends at Wealth Advocates sat down with Robert Spendlove, who is the chief economist for Zions Bank, a state senator in Utah, and former senior economic advisor for the […]

Do Industry Scandals Matter to Investors?

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In my work for Advice Chaser, a professional referral service, I sometimes have the opportunity to speak directly with investors who are looking for a financial advisor. I spoke with […]

Making Change: Your Money Management Mindset

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  Managing your money is as much about mindset as it is about math.  Knowing your emotions around money is a key part of developing your personal financial literacy The […]

Financial Advisors: Are You LinkedIn?

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Before the tech revolution, the way people referred new clients to financial advisors was usually through in-person networks–church, Rotary Club, golf.  You may have noticed that the world has changed, […]

How to Choose an Advisor

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When it comes down to it, you are the only person qualified to choose your advisor. In our experience, informed investors are the ones who get the most out of […]