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What is a Fiduciary?

13 Mar 2024
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In the labyrinthine world of finance, one term that often comes up is “fiduciary.” But what does it really mean, and why should it matter to you? This is something that many investors overlook when […]
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Plan Your Legacy: Three Estate Planning Questions You Can’t Ignore
Plan Your Legacy: Three Estate Planning Questions You Can’t Ignore
16 Dec 2024
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A former colleague of mine used to say that when you pass away, the only thing you take with you is the clothes you’re buried in. Everything else you own needs a plan. That statement […]
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Avoid These Common Tax-Loss Harvesting Mistakes
Avoid These Common Tax-Loss Harvesting Mistakes
Tax-loss harvesting is a valuable strategy for optimizing your investment portfolio and reducing taxes. While it may seem straightforward, even seasoned investors can stumble into costly pitfalls. Whether you’re a novice or an experienced investor, […]
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Should I Use a Donor Advised Fund When Giving to Public Charities?
Should I Use a Donor Advised Fund When Giving to Public Charities?
If you want to give money to your favorite charity, how should you do that? The obvious option is to write them a check (though these days, it’s more likely to be done electronically). Quick, […]
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7 Mistakes to Avoid as you Approach Retirement
7 Mistakes to Avoid as you Approach Retirement
As you approach retirement, ensuring that you have a solid financial plan in place is essential for a secure and stress-free transition. Retirement is a time for celebration and relaxation, but without careful preparation, common […]
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9 Must-Read Books for Every Entrepreneur
9 Must-Read Books for Every Entrepreneur
16 Nov 2024
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Entrepreneurship is a thrilling and challenging journey that requires continuous learning, adaptability, and resilience. To help you navigate the entrepreneurial landscape, we’ve compiled a list of must-read books for every entrepreneur. These nine essential reads […]
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Gift to Charity, Stiff the IRS (Twice!)
Gift to Charity, Stiff the IRS (Twice!)
Gifting appreciated securities is one of the most effective and tax-efficient forms of charitable giving. This blog post will discuss the two primary benefits you enjoy by utilizing this strategy and show you the steps […]
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5 Great Reads for Multigenerational Farm and Ranch Families
5 Great Reads for Multigenerational Farm and Ranch Families
13 Nov 2024
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Managing a multigenerational farm or ranch comes with unique challenges and opportunities. From preserving family heritage and navigating complex financial decisions to adopting innovative agricultural practices, there’s a lot to consider. To help you succeed, […]
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Faith and Finances: Recognizing Subtle Signs of the Love of Money
Faith and Finances: Recognizing Subtle Signs of the Love of Money
5 Nov 2024
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As stewards of the wealth entrusted to us, it is essential to recognize that the love of money can manifest in various forms. Christians are well aware of the scripture’s warnings about the love of […]
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What Do I Do if ____ Wins the Election?
What Do I Do if ____ Wins the Election?
If you have strong political leanings, even the thought of the party you support losing a presidential election might be demoralizing. In that moment, you might be feeling frustrated, anxious, or even angry—you may even […]
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