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Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

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Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.

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What to Expect From Low Volatility Investing: Insight into QBI Strategies

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What to Expect From Low Volatility Investing: Insight into QBI Strategies

During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value investing seemed to make a comeback as COVID-19 vaccines arrived.

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How to Finish Strong this Tax Planning Season

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How to Finish Strong this Tax Planning Season

Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed it. Tax planning is similar in the sense that you can put work in on the front end that you’ll reap benefits from later.

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February Market Update with Bob & Kerry & 6 Tips to Keep Yourself Safe from Scam and Fraud

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February Market Update with Bob & Kerry & 6 Tips to Keep Yourself Safe from Scam and Fraud

February Markets Update & 6 Steps to Keep Yourself Safe Scam & Fraud Happy February. As always, we continue to hope this finds you healthy and safe. Today we wanted to share with you some thoughts about the markets, but also put some emphasis on helping you keep your yourself safe from scams and fraud.

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5 Things to Watch in the First Quarter of 2021

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5 Things to Watch in the First Quarter of 2021

Have you found yourself officing in a room with a bunk bed? Do you realize you’re going to the store in your pajamas and never leaving your car? Does going to the movies mean going to the living room to turn on the TV? Quarantine changed the world almost overnight, and the adjustment is so pervasive in our everyday lives we hardly notice the details going by.

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Reflections from 2020

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Reflections from 2020

It goes without saying that 2020 presented unique challenges, with COVID touching nearly every area of our lives. Of course, it wasn’t just our daily routines that were impacted. The economy and our investments saw unprecedented swings in 2020. As we enter a new year, we wanted to take a minute to look back on 2020, reflecting on the planning and investment strategies that were most impactful and even more importantly reflect on the lessons that we have learned. Not surprisingly, what remains true on the financial side is that core wealth management principles were as important as ever.  

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17 Things You Need to Know About the New Stimulus Package

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17 Things You Need to Know About the New Stimulus Package

Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

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How to Make Sense of Retirement and Estate Finance

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How to Make Sense of Retirement and Estate Finance

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

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Estate Planning for the Family Farm and Your Legacy

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Estate Planning for the Family Farm and Your Legacy

As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land between the kids – can be one of the most complex parts of the journey.

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Nourish Series: Nourishing Yourself Financially

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Nourish Series: Nourishing Yourself Financially

Welcome to a bonus Week 7 of our Nourish Series. Over the last 6 weeks we got to hear from some wonderful educators.  We learned new tips around meditation, mindfulness, yoga, qi-gong, nutrition, and other ways to bring greater balance and nourishment into our lives. Over the course of the Nourish series several people asked how we can use a nourishment lens to understand how to find greater balance financially. Imbalance hinders our ability to live with ease and abundance.  We can experience imbalance financially and/or with our health.  My experiences in both the health and wealth has helped me...read the full article

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