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College tuition is at an all-time high. As of 2022, the average student loan debt is about $39,000 per student, and the average monthly student loan payment is nearly $400.1 It’s no wonder parents want to help their children pay off their student loans as quickly as possible. Paying off this debt could help set your child up for success as they make important financial choices, such as applying for a mortgage.
Blog

Thinking About Paying Off Your Child’s Student Loans? 5 Things To Consider

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Financial Planning
Blog

Are You On Track With Your Financial Goals?

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Financial Planning
You go to the gym, you go on walks, you drink green smoothies – you know physical health is important. Are you taking care of your financial health as well?
Blog

6 Ways To Stay Financially Fit

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Financial Planning
Did you just do your taxes and find out you owe way more than you expected? Don’t panic. There are several ways you can work to bring that hefty tax bill down.
Blog

5 Steps For Handling An Unexpected Tax Bill

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Tax Planning
When it comes to preparing your taxes, the idea of tax credits and tax deductions can be music to any taxpayer’s ears. That’s because both are used to lower the amount of taxes someone owes to the government. While they’re both worth getting excited over, it’s important to understand the fundamental difference between these two terms.
Blog

What Is The Difference Between A Tax Credit And Tax Deduction

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Tax Planning
Estate planning is an often complex financial process that nearly all investors should consider. It includes reviewing legal and tax implications, investment strategies and personal questions to ensure your estate is set up efficiently.
Blog

Estate Planning In 2022: Do You Have These Documents Prepared?

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Estate Planning
It’s never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.
Blog

What Is My Tax Bracket For The 2022 Tax Year?

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Tax Planning
As a parent, you know that time with your kids can go by in the blink of an eye. So whether you are preparing to send your child to kindergarten or are dealing with teenagers, it’s never too early (or too late) to start planning for their higher education. Not sure where to start?
Blog

5 College Planning Mistakes To Avoid

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Financial Planning
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The importance of proper estate planning shouldn’t be understated, as it can be a lasting gift for your loved ones after your passing.
Blog

Rethink These 8 Estate Planning Myths

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Estate Planning
Retirees are often aware of the detrimental effects of inflation on their retirement savings. As the cost of goods rises, the value and buying power of many retirement accounts diminish. And for some retirees, maintaining their savings and lifestyle becomes a challenge.
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Could Inflation Affect Your Retirement Plans?

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Financial Planning
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Podcast
24 // Married & Retiring: Facing Common Challenges in a Transitional Season
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Podcast
23 // Death and Taxes Recap (Taxes)
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Podcast
22 // Death and Taxes Event Recap (Death)
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Podcast
21 // RMDs & QCDs
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Podcast
20 // Social Security Considerations
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Podcast
019 // Generosity and Deductible Giving - Part 3
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Podcast
018 // The Power of Strategic Giving to Individuals - Part 2
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Podcast
017 // US Retirement System Report Card
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Podcast
016 // What Motivates Generosity? - Part 1
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Podcast
013 // Index Funds, Robo Advisors, or Hiring a Firm?
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Podcast
015 // Should I Buy a New Home Now, Or Wait It Out?
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Podcast
014 // Open Enrollment: 5 Key Considerations
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“What Do You Want FROM Christmas?”: A Workshop Recap
Webinar
“What Do You Want FROM Christmas?”: A Workshop Recap
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What You Need To Know About Deaths and Taxes
Webinar
What You Need To Know About Deaths and Taxes
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Safeguarding Your Digital Life
Webinar
Safeguarding Your Digital Life
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Preparing The Next Generation To Steward Wealth
Webinar
Preparing The Next Generation To Steward Wealth
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Financial Planning
Advanced Estate Planning
Webinar
Advanced Estate Planning
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Estate Planning
The 7 Costliest Mistakes Families Make
Webinar
The 7 Costliest Mistakes Families Make
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Financial Planning
How To Retire Stronger
Webinar
How To Retire Stronger
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Financial Planning
Investing The Wealthquest Way
Webinar
Investing The Wealthquest Way
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Investment Management
Painless & Proactive Tax Planning
Webinar
Painless & Proactive Tax Planning
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Tax Planning
The 5 Pillars of Brain Health
Webinar
The 5 Pillars of Brain Health
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Kids & Money
Video Post
Kids & Money
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Financial Planning
Preparing Income Taxes
Video Post
Preparing Income Taxes
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Tax Planning
Investing At Market Highs
Video Post
Investing At Market Highs
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Investment Management