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

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

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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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!

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2022 Tax Planning Whitepaper

In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different in 2022, and what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal,…

Estate Considerations for the LGBTQ Community

Five Estate Considerations for the LGBTQ+ Community

Members of the LGBTQ+ community have faced numerous challenges on the road to having their relationships being considered equal in the eyes of the government.

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Secure Act Whitepaper

The bill is intended to provide additional incentives to help people save more for retirement over a longer period of time, among other changes. The ideas behind the SECURE Act had been worked on for years before they were folded into a broader spending bill in late 2019. The bill passed on December 20, 2019,…