Financial Planning

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It may sound crazy, but there can be some benefit to market declines. While no one is ever hoping to lose money, market volatility is inevitable. The good news is, if you work with a Wealth Management…
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Roth conversions are a way of transferring funds from a retirement account, such as a Traditional IRA or SIMPLE IRA, to a Roth IRA. In most cases, the amount transferred is taxed in the year of the…
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Mixing your finances with your romances can be tricky. It doesn’t feel romantic to talk about money when it’s so much more fun to dream about a beautiful future together. However, it’s important to…
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According to a recent study, nearly 60% of Americans feel they have not done enough financial planning and 34% have done nothing at all. I have been in the financial planning profession for 30 years,…
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Being fee-only financial planners, we at Financial Strategies Inc act in your best interests by removing the incentive of commissions from our compensation model. We work for you and you alone.
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Whether you’re looking forward to your last day of work or absolutely love what you do and aren’t in any hurry to retire, your 60s is a critical time to be thinking about retirement and financial…
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2018 is coming to a close. While it is certainly a lot of fun to think about holiday parties, gifts, and time with family, it is also very important to remember to get your finances in shape for 2019…
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Most financial advisors are good people with good intentions. However, financial advisors are human and are subject to biases and influences just like any other person. Understanding how your…
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Balancing saving for college with retirement savings is often a big concern for parents. According to a T.Rowe Price survey, 62% of parents are very/extremely concerned about saving for retirement and…
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Sometimes it is hard to watch what is going on in the market. This is one of those times. It has been a tough week and a tough couple of months. At this writing, the S&P 500 is down about 3-4% for the…