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Estate Planning
4 Estate Planning Pitfalls

Jimmy Buffett is in the headlines again, and not for the reasons any Parrotheads would want. After Jimmy’s passing in 2023, his accountant and widow have been co-trustees of his $275 million estate. And it has not been a walk on the beach
 Both Mrs. Buffett and the accountant, Mr. …

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Introduction Series
Getting Started with Budgeting
Budgeting: not the first thing many people want to do. But in order to meet your expenses, it’s necessary. So let’s reframe the term as ...
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Investing Introduction SeriesInvesting
Introduction to Investing
Investing doesn’t have to be intimidating or full of technical jargon. If you’re starting your career, and need to decide how to invest in your ...
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2025 Outlook EVO newsInvesting
2024 Market Commentary and 2025 Outlook
If you read just one economic and market commentary, we hope it is this one. Each January, we see many articles covering the “year in ...
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Financial Planning Steps General Planning
Financial Planning Steps for the New Year
Financial Planning Action Steps to Take in the New Year   With the arrival of a new year, there is an opportunity to build on ...
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invest InvestingInvestment Strategy
Do you know the cost of your investments?
Investors are familiar with a common disclosure alerting them that “investing involves risk of loss”. But there is another important piece of information many investors ...
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Tax Planning Tax
Tax Planning for Year-End
With the holidays rapidly approaching, this is the time of year when everyone’s favorite subject starts to come back into focus: tax planning! Year-end tax ...
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Estate Planning Estate Planning
7 Estate Planning Mistakes
To follow up our recent blog, “Estate Planning 101” (link the blog post), in this post, we will be building on that foundation to delve ...
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How the S&P500 has performed after rate cuts Investing
How the S&P500 has performed after rate cuts
As an investor, how does a half a percentage point cut in the Federal Reserve’s key interest rate affect portfolio returns?   Rate cuts evoke ...
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