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If you’re considering working with a financial advisor, there are several factors to determine whether or not you actually need one.

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Our newsletter covers timely financial news and planning strategies you can put to use.

On today’s episode we are going to discuss the importance of understanding your tax return and how it can contribute to building more wealth. We all know that taxes are a reality and that they can be confusing! Hopefully we can help improve your understanding on the subject and provide a great tool to help you understand your specific return better.

Diversification is one of the most important fundamental investing ideals. This concept seems to be misunderstood and many people’s portfolios aren’t truly diversified. We address what proper diversification might look like and debunk some of the popular misconceptions.

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