10 Reasons You Need a Financial Plan

a calculator, pencil, and a sheet on the table

October is Financial Planning Month which serves as a useful, annual checkpoint to make sure you are on track to meet your financial goals. A written, up-to-date financial plan encompasses not only investments, but risk management solutions, tax reduction strategies and estate planning. 10 Reasons You Need a Financial Plan Financial planning provides one summary…

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Opportunity Zones

Located in an Opportunity Zone Banner

Wouldn’t it be perfect to be able to invest your money without having to pay taxes on your capital gains? While investing is very attractive, some people feel discouraged by the taxes they have to pay on their investment capital gains. This makes them feel like they are not getting as much return on their…

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