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Opportunity Valley
Category: Financial Planning » Retirement Planning
Protect Your Taxes: What You Need to Know About IRS IP PINs
Category: Financial Planning
Tax season is already complicated enough, but identity theft can make it significantly worse. To help safeguard taxpayers, the IRS offers the Identity Protection Personal Identification Number (IP PIN). Here’s a breakdown of what an IP PIN is, how to get one, and insights on who should consider using it.
Retirement: Living Well and Fully Living
Category: Financial Planning » Retirement Planning
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
Financial Risks That Are Not in the News
Category: Financial Planning » Retirement Planning
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.
Gifting with a Purpose: Practical Strategies to Positively Impact Your Next Generation
Because saving money early and often can be difficult, consider how you might help those closest to you to do more of it. Here are some scenarios and ideas.
Every Investor’s Real Question: “Am I Going to Be Okay?”
Category: Financial Planning » Retirement Planning
In my time working with clients, there is one question asked more than any other, “Am I going to be okay?”
Three Tips to Help Set Yourself up for Retirement
Category: Financial Planning » Retirement Planning
Retirement. It’s something everyone thinks about at some point in their lives. When I see or hear about the people who have retired most effectively, three themes stick out to me. Let’s dive into them.
Why I Hate New Year’s Resolutions
Category: Financial Planning » Retirement Planning
Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.