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How to be Tax Efficient with Your Investments

Tax efficient investing involves strategies to help reduce the impact of taxes. Investments have three tax flavors: taxable, tax-deferred and tax-exempt. Taxable requires gains to be paid as they are earned each year. These include investments like CDs and money...

Why You Need a Divorce Financial Planner?

Video Transcript: A question we’re often asked is, I know I need an attorney for my divorce, but are there other professionals I should hire? Absolutely! Attorneys know the law, but law school does not provide the necessary training to competently offer divorce...

Do You Need a Durable Power of Attorney?

Video Transcript The durable power of attorney is a legal document that allows a trusted person to act in your place if you’re incapacitated. If you are unable to act on your own due to accident or illness, they can step in to take action for you. They can pay...