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Blog

Two people having a picnic by a lake
Michael Whitman | Oct 2, 2023

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Business page of a newspaper
Michael Whitman | Sep 28, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Parents holding their child's hands. The child is jumping
Michael Whitman | Sep 25, 2023

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Elderly woman doing yoga in a park
Michael Whitman | Sep 21, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two men sitting at a table and having a conversation
Michael Whitman | Sep 18, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Michael Whitman | Sep 14, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Grandmother with child
Michael Whitman | Sep 11, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Man in a graduation cap and gown
Michael Whitman | Sep 7, 2023

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Mother and child working on a laptop together
Michael Whitman | Sep 4, 2023

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Two yellow balloons with smiley faces on them
Michael Whitman | Aug 31, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Michael Whitman | Aug 28, 2023

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Person writing a list in a notebook
Michael Whitman | Aug 24, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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