Does Someone You Know Need a Second Opinion?

Does Someone You Know Need a Second Opinion?

By Bryan Trugman, CFPⓇ Getting a second opinion isn’t just for medical diagnoses. Your financial health is just as important as your physical health, so why not ask other trusted professionals for their advice? Whether you’re an investment novice or a daily Market...

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5 Tax-Planning Strategies to Maximize Your Nest Egg

5 Tax-Planning Strategies to Maximize Your Nest Egg

By Bryan Trugman, CFPⓇ With life expectancies increasing and the cost of living going up, it’s more important than ever to plan for your future. Fortunately, there are several tax-planning strategies that can help you minimize your tax liability and keep more of what...

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Can You Afford to Not Have a Long-Term Care Plan?

Can You Afford to Not Have a Long-Term Care Plan?

By Bryan Trugman, CFPⓇ You’ve probably heard the saying, “People don’t plan to fail, they fail to plan.” In our experience, overlooking long-term care expenses that you could incur later on in life is one of the biggest blind spots people have as they head into...

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Get Financially Naked

Get Financially Naked

Are you or someone you know planning to get married soon? We urge every couple to lay the financial cards on the table as early as possible in the relationship.

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