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Change and Uncertainty Along Your Life’s Journey

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If there is a single inarguable truth about our experience living in this pandemic fraught world, it may be that all of our lives have changed in ways we did not foresee. Everything from our personal relationships to our professional lives to our finances has been affected. Of course, some have been challenged with more changes than others, but it is doubtful there is a single person this virus has not impacted in some way. The process of adapting to change is termed “transition.”

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Roth IRA Conversions in COVID-19

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There is no doubt that the COVID-19 pandemic has disrupted almost every aspect of our lives.  From business shutdowns, to school closings, and orders to stay “safe at home,” we are currently facing challenges we certainly did not foresee. 

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How to Approach Turbulent Economic Conditions

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Uncertainty. It’s a feeling we are all a little too familiar with right now. We are uncertain when it will be safe to leave our homes again, uncertain if our children will finish their school year online, and uncertain when the market and economy will recover from this recent blow. 

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Women and Wealth: The Importance of Financial Self-Reliance

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If you take a moment to look around at the different generations of women in your life, you may notice quite a range in their attitudes toward money.  Older generations, raised under more traditional societal norms, often took the backseat in both earning and managing the finances. Today more and more women are earning--owning their own businesses, competing in the corporate world, and are the family breadwinners.

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De-Mystifying the Private Equity Sector

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A recent dip in interest rates and highly valuated US stocks have investors looking further into alternative investment options, including private equity. But economic conditions aren’t the only reason PE has grown in popularity. As Larry Swedroe of Buckingham Strategic Wealth points out, “PE excites many investors, offering the opportunity for spectacular returns (although, as with most investments, we generally hear only the stories with happy endings). Even the term conveys an exclusive nature, especially for investors who yearn to be ‘players.’” 

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Better Advice, Better Outcomes: The Role of a Certified Financial Transitionist® (CeFT®)

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Transitions are important life pivot points that thrust individuals and families from stability into a position that is new and in flux. Each person will likely experience a handful of transitions over the course of his or her lifetime, and may even experience periods where they go through more than one transition at a time. Common transitions include:

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Run, Don’t Walk: Utilizing the Triple Tax Benefits of an HSA

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Health Savings Accounts (HSA) are one of the most misunderstood and underutilized opportunities for tax-friendly retirement savings. Many individuals who qualify for these accounts either falsely believe that they are only beneficial for covering medical expenses or are dismayed because the accounts have caps on annual contributions. But, the value of an account that allows assets to grow tax-deferred should never be outruled, even by high-income earners. 

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Tips for Managing an Inheritance

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Receiving an inheritance is a unique life transition that places individuals at a difficult crossroad between the familiar life they know and one that is new and seemingly full of possibility. But the new and unknown can also be stressful and cause individuals to make rash decisions and lofty promises that may leave them with regret.

Unfortunately, too, so many inheritors of wealth aren’t aware of the tools, people, or resources that are available to help them make sense of their new situation. 

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