Understanding Taxable Brokerage Accounts

Finally, your financial outlook and choices are matching your goals. You are determined to continue to create financial stability and build personal wealth. You are maxing out your match on your employer sponsored retirement account. You have opened an IRA, Roth, or both and have started monthly contributions. You have your savings accounts looking great…

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Making Investment Decisions

Are your choices based on evidence or emotion?     Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly influenced by factors, many of…

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Financial Selfcare: Earning, Saving, And Investing

Financial Selfcare: Earning, Saving, And Investing Inevitably, any conversation about personal finances includes goals geared toward earning, saving, and investing.  Earning goals seem the easiest to tackle for most-find a field you have some interest in and aptitude for, train, and then enter that career. If only it all occurred that smoothly and straightforward, but…

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The Cost of Procrastination

The Cost of Procrastination Don’t let procrastination keep you from pursuing your financial goals. Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops.   “Are you aware the registration on your…

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