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What We Have to Offer

What We Have to Offer

By Jim Shellenberger, CFA, CFP® Whether you’ve just started your earning journey or you’re ready to retire, your chances of sticking to your financial road map and reaching your life goals increase significantly with a trusted financial advisor on board for the ride. (1) A financial advisor can not only add to your annual yield,

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Could a Donor-Advised Fund Save You Money on Taxes?

Could a Donor-Advised Fund Save You Money on Taxes?

By Jim Shellenberger, CFA, CFP® Are you looking for ways to optimize your charitable contributions? Donor-advised funds (DAFs) are a great strategy to not only reduce your tax burden but also increase the impact of your generous donations. In certain situations, your charitable contributions might even allow you to completely offset your taxable income. Explore

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2023-6_Emergency Savings Your Financial Lifeline and How to Maximize Its Potential

Emergency Savings: Your Financial Lifeline and How to Maximize Its Potential

By Jim Shellenberger, CFA, CFP® When you encounter an emergency, it often goes hand in hand with an unexpected cost. Whether it’s a car repair, a hospital visit, or a leak in the roof, having emergency savings can act as a safeguard against those surprise expenses. We’ll explore the essentials of creating an emergency savings

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2023-5_What Is Financial Planning & How Is it Different From Investment Management_

What Is Financial Planning & How Is it Different From Investment Management?

By Jim Shellenberger, CFA, CFP® Financial professionals offer a range of services, from investment advice and management to financial planning and wealth management. Although these terms are often used interchangeably, they involve different processes and outcomes. It’s a common misconception that these terms are synonyms for the same thing, but that couldn’t be further from

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