How To Make SMART Financial Goals Last year was history making. Widespread and rapid shifts in how we interacted with the outside world touched every aspect of our lives. For many it was a challenging year financially with unemployment hitting the service, travel, and entertainment industries disproportionally harsher than other businesses.[1] But even if you…

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Getting started with you household budget.     Budgeting towards needs and goals. One of the objectives of creating a household budget is that, as time moves on and the various household members advance in their careers, they are likely to make more money. Knowing where that money goes can help direct that money to…

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Annual Financial To-Do List Things you can do for your future as the year unfolds.   What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement…

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Strategic vs. Tactical Investing   How do these investment approaches differ?     Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe a similar investment approach.   While each approach involves the periodic adjustment of a portfolio and holding portfolio assets in varied…

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Tax & Estate Strategies Update for Married LGBTQ+ Couples   In this age of marriage equality, there are new possibilities.   The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or thinking about updating your estate…

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