Perspectives

Explore our thought leaders’ latest insights and ideas.

Archive by category: Wealth PlanningReturn
Thinking About Selling Your Business? Five Questions to Ask Yourself First

Thinking About Selling Your Business? Five Questions to Ask Yourself First

At some point, every business owner will inevitably wonder what a sale of their business would look like. Here are five important questions to ask before a sale happens.
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Confessions of a First-Time Investor

Confessions of a First-Time Investor

Investing? There is no time too early (or too late) to start. One new investor shares her experiences.
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Investing for College: It’s Closer Than It Seems

Investing for College: It’s Closer Than It Seems

For many of us, a child’s college education is the largest single expenditure in our yearly budget. Whether you are the parent of an infant or a teenager, by considering your options now, you can get a head start on saving for your child’s future. While no investment strategy is right for everyone, there are several approaches geared specifically toward education saving.
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Why Long-Term Goal Planning Can Feel So Hard

Why Long-Term Goal Planning Can Feel So Hard

Many of us struggle with the execution of long-range goals. Although we may understand that they are important, often they are not very urgent…so they are moved to the back of the list and suffer from lack of good, early execution. The first step is to embrace the planning process.
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Are You Retirement Ready?

Are You Retirement Ready?

Leaving the workforce and retiring is both an exciting time and one of stress — creating a number of questions and concerns. As with any major life change, planning ahead can enhance the outcome of your long-awaited move to retirement.
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Expecting the Unexpected: What Documents to Gather

Expecting the Unexpected: What Documents to Gather

Are you prepared for the unexpected? Gathering key documents in advance can go a long way toward reducing problems for you if an unforeseen disaster ever strikes. Because many disasters give little or no warning, it is important to take the time to prepare now — saving time, money and heartache in the event of an emergency.
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Giving With Intent: How to Evaluate Nonprofits

Giving With Intent: How to Evaluate Nonprofits

Taking time to vet your favorite organizations can help you ensure your money will make a meaningful difference and that your donations will be tax-deductible.
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Solid Financial Education Can Help Teens Become Successful Adults

Solid Financial Education Can Help Teens Become Successful Adults

Academics and experts agree: A solid financial education provides important tools for successfully navigating the sometimes-complex matters that we all face in adulthood. But are young people gaining the knowledge that can help them make critical financial decisions?
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Strategies to Minimize Taxes, Regardless of Your State of Residency

Strategies to Minimize Taxes, Regardless of Your State of Residency

You probably selected your state of residency based on several factors, such as where you grew up, proximity to family or friends, climate and/or the location of your job. A factor you may not have taken into account is the financial impact that comes with your decision to reside in a particular state.
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Reshaping Your Finances in a COVID-19 World

Reshaping Your Finances in a COVID-19 World

The COVID-19 pandemic, and its unprecedented effect on our lives, points to a need that many of us have avoided or not considered at other times: the need to prepare ourselves financially for the future. We now know, more certainly than ever, that we should have our affairs in order so that we can be ready for any possibility.
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