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Brett Covert J.D., CFP® Jul 22, 2022 9:08:09 AM 3 min read

Planning to Sell Your Practice? Here's How Your Team of Advisors Can Maximize Profit, Minimize Taxes, & and Plan for the Future

When a dentist decides to sell their practice, they often have a team of advisors to help ...
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Lisa Brown, CFP®, CIMA® Jul 20, 2022 1:02:34 PM < 1 min read

Layoffs Have Begun. Take These 5 Steps Now to Get Your Finances Ready

While “Hiring Now” signs dot storefronts and highways across America, the job market may ...
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Patricia Sklar, CPA, CFA, CFP® Jul 20, 2022 12:44:44 PM < 1 min read

With Markets Down, Is Now the Time for Young People to Invest?

Many younger investors have never experienced stock market volatility and are wondering ...
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Don Wilson, CFA, CFP® Jul 19, 2022 3:39:27 PM 1 min read

Top Bear Market Tips from 10 Financial Advisors

When a bull market turns into a bear market, it can be hard to know what to do. Take ...
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Brett S. Miller, CPA, CFP® Jun 27, 2022 4:17:25 PM < 1 min read

Which Accounts Should Younger Retirees Tap First? Not IRAs!

Many retirees pull money from the wrong accounts and in the wrong sequence to generate ...
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John Darby, CFA May 27, 2022 10:00:00 AM 2 min read

Bonds Performed Poorly in 2022, but Conservative Investors Should Stay the Course

Most investors view bonds as the safe part of their portfolio, but that hasn't been the ...
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Jason Cross, J.D., CFP®, CTFA Apr 26, 2022 2:58:29 PM 3 min read

Medical Professionals: If Your Income Rebounded in 2021, Consider These 4 Money Moves

After experiencing financial hardships in 2020 caused by COVID-19, 2021 was a banner year ...
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Taj Jones Apr 21, 2022 5:11:09 PM 2 min read

You’ve finally achieved a high income, but inflation is on the rise

How investing can help you fight inflation. You’re finally making decent money, but with ...
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Ryan Halpern, CPA, CFP®, PFS Apr 18, 2022 2:03:56 PM 3 min read

Planning to Retire in 3 Years? Here’s What Senior-Level Executives Need to Do Now

One of my new clients plans to retire in three years following a successful 30-year ...
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Andrew Kobylski Apr 12, 2022 10:36:56 AM 4 min read

Are You Going to Run Out of Money in Retirement?

A portfolio stress test can help give you some peace of mind  Andrew Kobylski and ...
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