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The Lumiere State of the Markets: May 2023 Edition

By: Zach Brody, CFP® & Lina Botchoukova The state of the markets is constantly changing, [...]

23
May
Women and Estate Planning Basics

When it comes to estate planning, women have unique concerns. The fact is that women [...]

21
May
Financial Challenges for Professional Athletes

By: Zachary Brody, CFP®, ChFC® & David Tomczyk, PhD. Managing finances as a professional athlete [...]

27
Apr
Should You Consider Tax-Loss Harvesting?

Stock market losses can be rough on your portfolio’s bottom line, but they may also [...]

04
Feb
Retirement Age Expectations vs. Reality

Workers typically plan to retire much later than the actual age reported by retirees. In [...]

24
Jan
Key Retirement and Tax Numbers for 2023

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement [...]

23
Jan
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Sending Money Abroad

Do you find yourself needing to send funds abroad to a loved one, virtual assistant, [...]

18
Jan
Estate Planning: Wills and Probate

While a Will is a far more complicated document than a note, leaving a Will [...]

15
Nov
Investment Strategy: Financial Market Basics

When it comes to investing, the common terminology says that you’re investing in “the markets” [...]

26
Oct
Investment Strategy: Setting Financial Goals

Have you ever set a financial goal for yourself with the best of intentions, only [...]

23
Oct
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Recent Posts

  • The Lumiere State of the Markets: May 2023 Edition
  • Women and Estate Planning Basics
  • Financial Challenges for Professional Athletes
  • Should You Consider Tax-Loss Harvesting?
  • Retirement Age Expectations vs. Reality

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