Benefits of Working with a Financial Professional

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Benefits of Working with a Financial Professional

Working with a financial professional allows you to design a financial strategy based on your unique needs and aspirations, for today and the future.

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Dollar-Cost Averaging

What is dollar-cost averaging and how can you implement it in your investment strategy? Financial Planning Associates Vincenzo Palmerino and Tim Ressler discuss this simple investment strategy in their latest educational video!

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Six Wise Ways to Use Your Tax Refund

When your tax refund arrives, it can be tempting to spend it immediately. But there are ways that you can use your refund to your advantage.

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Are Financial Advisors Still Relevant in a Digital World? (Whitepaper)

A guide to determining if you should work with a financial advisor.

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Continue to Care for Your Family: Final Expense Insurance

For those shopping for life insurance and looking for ways to help their family even after they are gone, final expense insurance could be one alternative to consider.

2022-2-28 1099 Repost

1099s & Working With a Tax Preparer

Financial Planner Jonathan Lilja discusses 1099s, when to expect them, and how to choose a CPA or tax preparer for the upcoming tax season. Don’t wait to seek professional help as many CPAs are simply too busy to pick up new clients!

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Behavioral Finance & Market Outcomes Ebook

Behavioral biases have a proven, negative effect on investor outcomes. We draw from the annual Dalbar Quantitative Analysis of Investor Behavior report in quantifying their effect on individuals’ portfolio returns, and explore both Cognitive and Emotional biases as well as discussions of specific behaviors common among investors.

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January 2022 Market Outlook

Change is afoot in the markets. 2022 is a mid-term election year which also brings change, often. It would not surprise us if change were also afoot among the public’s perceptions of the power they have granted to governments.

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The Great Spending Balance

Explore some smart strategies to address with your financial professional—ensuring that you’re able to enjoy your life in the present, while still building a solid foundation for your future.

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Year-End Tax Planning Tips

If you think tax-saving strategies are too complicated, you could be missing out on tax savings!