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Financial Planning

Tax-Intelligent Opportunities for High-Net-Worth Families

By Ann Freeman | September 18, 2023 | 0

Authored by: Bradi Dahmen, Financial Advisor, Director of Wealth Management Why Tax Diversification Matters You’ve probably heard of diversification when it comes to investments. This concept can apply to taxes…

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Tax Advantages of 529 Plans for College Savings

By Ann Freeman | July 12, 2023 | 0

Authored by: Jason Underwood, Financial Advisor Much like taxes and summer temperatures, college costs continue to rise. Saving for college early can help with the increasing cost of education and…

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Combined Life & Long-Term Care Insurance: How it Works

By Ann Freeman | June 20, 2023 | 0

Provided By: Adelae Winters, Financial Advisor As you navigate the complexities of planning for the future, insurance products have become increasingly sophisticated to address a variety of needs. One solution…

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Don’t Wait. Plan Now. Retirement Planning Through All Phases of Life

By Ann Freeman | May 19, 2023 | 0

Authored by: Bradi Dahmen – Director of Wealth Management It’s never too early to start planning for retirement, and seeking the advice of a financial advisor can help you develop…

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How to Keep Your Finances Tax-Efficient in Today’s Environment

By Ann Freeman | April 18, 2023 | 0

Tax planning focuses on after-tax outcomes for clients to invest and plan for their goals in the most tax-conscious manner ­– not just during tax season, but all year long.…

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5 Ways to Freshen Up Your Finances This Spring

By Ann Freeman | March 13, 2023 | 0

Provided By: Adelae Winters, Financial Advisor Warm weather motivates many of us to tackle long-overdue projects. Yard work or a new fitness routine might top your list, but as we…

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Why Holistic Financial Planning Helps Meet Clients’ Diverse Needs

By Ann Freeman | January 17, 2023 | 0

Provided By: Adelae Winters, Financial Advisor Often, you are the only person who can see your entire financial picture. However, typically a financial advisor or certified public accountant has expertise…

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Should I Be Working with a Financial Advisor? Here’s What One Can Do for You

By Ann Freeman | December 20, 2022 | 0

By Bradi Dahmen, Director of Wealth Management The financial services industry has changed a lot over the years. The traditional model of investment management is falling short of meeting clients’…

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