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Financial Considerations for Couples

Money can be one of the most contentious topics of discussion in a romantic relationship, making open and honest communication vital to overcoming common financial concerns like debt and child-related expenses. What’s the best way to address finances as a couple? Should you combine your finances or keep them separate? In the past, the default was…

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It’s easier to get a Living Trust

Hey everyone,  If you own property (with or without a mortgage), you need a Living Trust, period.  I’ll explain why, below.  THE PROBLEM In the last 10 years, I know of 3 clients who passed away without a Living Trust.  A few of their loved ones are still struggling today trying to settle their estate.  When I ask my…

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What is socially responsible investing?

The demand for socially responsible investing has grown 33 percent since 2014, signaling increasing investor interest in making a positive difference in the world. Is this a passing fad or an investment factor worth considering? SRI and ESG Sustainable, responsible and impact investing (SRI) focuses on environmental, social and corporate governance (ESG) criteria in an…

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Whoa, 143M hit by the Equifax hack

Last week, Equifax announced that hackers stole the credit data of 143 million Americans from their database. There is a very good chance your credit information was stolen by hackers. Below I will provide you a weblink to see if you were hacked. Let’s face it, online hacking is here to stay. The best strategy…

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Estate Planning as a Gesture of Affection

prepared and that your loved ones will be taken care of after you’re gone can provide peace of mind to everyone involved. While it’s a tough conversation to have, you can’t afford to put it off. In fact, as the boomer generation enters its golden years and is set to bequeath a historic amount of…

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When It May Be Good to Borrow Money

At first glance, the data looks bleak: Nearly three-fourths of Americans are in some kind of debt. While that may sound troubling, consider that not all debt is bad. In fact, borrowing sums of money with a legally bound promise to pay it back can demonstrate trustworthiness to institutions and is often a major milestone…

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Today’s Luxury Car Trends

While automobiles are depreciating assets, they are necessities for many people. And with advances in technology, car owners have come to expect much more from their vehicles than simply transportation. Are you currently in the market for a new car? Are you familiar with the latest high-tech offerings? Consider your options and decide what’s most…

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What’s the ROI from fitness trackers?

Are you one of the millions who wears a fitness tracker? This technology has become so mainstream, even high-fashion and well-known designers are joining the craze and creating custom devices and stylish accessories to personalize them. Is this just another fad or do wearables actually deliver? Not a Silver Bullet A fitness tracker may help…