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Holiday Spending

Nearly $1,300. That’s the average amount PwC is predicting consumers will spend this holiday season on gifts, travel and entertainment. And while it’s perfectly fine if you don’t bat an eye at spending $1,300 (or more), what I’m hoping is that you’ve got it factored into your financial plan.

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Year End Planning

Holidays, family, food, college football bowl games, and (maybe a bit too much) eggnog will soon eliminate what little spare time you have. So as year-end approaches all too quickly, take just 30 minutes and double check to make sure you’ve completed your financial life checklist for the year.

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Tax Loss Harvesting

The gist of tax loss harvesting is realizing investment losses to offset investment gains or earned income. While that seems fairly straightforward, is anything really ever straightforward when it comes to the government and its tax laws?

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Goal Setting 101

As a financial advisor, I know you rarely have “financial goals” in life, but rather you have life goals which require financial means. A huge part of my job is helping align your financial life with your overall life goals. In order to do that, my planning process, the Custom Wealth Architect™, helps me learn what your life goals are so I can help plan for you to meet them.

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Equity Asset Classes

Because investing is WAYYYY to broad of a topic for one blog post, we’re breaking it down and just covering equity classes in this post. Equity assets are generally broken down by three methods: growth vs. value, location, and market-cap.

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Financial Independence

You'll never be financially independent (and that’s a GOOD thing!) – you’ll use money to take those dream vacations; you may give some to your children and grandchildren when you pass; you’ll always have to use it in some form or fashion, so you’ll want to have a plan for it.

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