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LIFE series: Having a Baby

June 18, 2024

Have a kid they said – it’ll be fun they said… As a matter of fact, they were absolutely right! But like so many fun things in life, having a child can be expensive. From birthing center or hospital bills to diapers and wipes, the costs can add up quickly, …

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LIFE series: Leaving A Job

June 1, 2024 financial planning retirement

We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...

401(k)Employee Benefits General Planning

LIFE series: A New Job

May 24, 2024 financial advisor richmond financial planning

Next up on the LIFE seres we are looking at some of the financial factors a New Job can bring. While a new job can ...

Investing

Market Commentary May 2024

May 2, 2024

Inflation and its stickiness have recently been a persistent topic in news outlets. Measured against prices a year ago, inflation is at 3.5% as ...

General Planning

LIFE series: Divorce

April 10, 2024 financial advisor financial advisor richmond

We are back with You-Only AdviceTM , where we cover the best days, and, the hardest days too. Marriage and divorce both bring a flood ...

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More Isn’t Always Better

March 20, 2024 financial advisor financial planning

Gambling ads are seeming to pop up everywhere. Celebrities appear on your screen, regaling you with the betting advantages available on the app they are ...

General Planning Investing Investment Strategy

Are IPOs a good investment?

February 27, 2024 financial advisor richmond financial planning

With the headlines of prominent companies such as Reddit seeking an Initial Public Offering (IPO) in 2024, investors may wonder if these are opportunities or ...