What Is the Presidential Election Impact on Investments?

What Is the Presidential Election Impact on Investments?

By Bryan Trugman, CFPⓇ As you head to the ballot box in the next election, it’s fine to let your attitude toward the economy influence your vote—but remember, the president has far less control over the economy than you might think. When it comes to your investments,...

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Hear Directly From Attitude Financial Advisors Clients

Hear Directly From Attitude Financial Advisors Clients

Finding a professional you can trust to help you navigate your financial worries and hopes (and to prioritize their own interests over yours) is no small task—and we know you don’t take it lightly. Whatever motivated you to consider seeking help, we want you to know...

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6 Financial Moves to Make Before You Get Divorced

6 Financial Moves to Make Before You Get Divorced

By Bryan Trugman, CFPⓇ You’ve tried to make it work but it’s time to get real. A divorce is on the horizon. There is a lot to consider when getting divorced, with finances being a major concern for most. Who will get what, and how much? You want to be fair, but you...

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How to Make Money, Stay Active, and Thrive in Retirement

How to Make Money, Stay Active, and Thrive in Retirement

By Bryan Trugman, CFPⓇ As you approach retirement, you might find yourself looking for ways to boost your income. Picking up a part-time job might be a good solution. The benefits of getting a part-time job after retirement go beyond earning money. Studies have shown...

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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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