News and insights to help you be a Trusted Financial Expert.

Quick Concept How do you want to live in the future

What do you want your future lifestyle to be like?

When working with clients, you need to make sure they are saving enough to live in the future like they …

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Home with Equity is another qualified plan

Your House with Equity is Another Qualified Plan

Everyone knows a 401k or a Registered Retirement Savings Plan is a qualified plan, but a home with equity, even …

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The Check Story Thumbnail 2

The Check Story to Explain Qualified Plans

Qualified plans do two things: #1 they defer the tax and #2 the tax calculation. I’d like to give you …

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10 Behaviors of a Trusted Advisor

We can learn a lot about becoming our clients’ Trusted Financial Expert from the book, “The Trusted Advisor” by David …

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Advice You Would Tell Your Youngerself

Advice You Would Tell Your Younger Self

As young adults, we quickly realized that money was one of the most pressing concerns and the most challenging aspects …

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balance your financial ecosystem

Do You Have Balance in Your Financial Ecosystem?

by Jeremy D. Shipp CFP®, CLU®, RICP® I saw a story over the summer that highlighted the importance of balance …

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invest in yourself

Invest in Yourself

The National Mentor campaign started in 2002 and aims to raise awareness about the need for more Mentors and to …

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Financial Advisors Help with Mediacare

The Importance of Updating Your Beneficiaries

When the end of the year approaches, many advisors plan their client annual reviews. When was the last time you …

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