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Think You Lost An Old Financial Account? Where You Might Be Able To Find It

In today's world, an individual's personal finances are ever changing and throughout each of our lifetimes we will have dozens of financial accounts. Think about how many times you may have changed banks, insurance companies, retirement plans, etc. Sometimes we create new accounts and forget about the old ones. Trying to track down old accounts doesn't have to be a nightmare because the internet makes it easier than ever to try and track down old accounts.

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Should I Invest in Gold?

"I'm worried about the markets. To reduce the risk in my portfolio, should I be invested in gold?" As financial advisors, this is a common question we are asked about our investment strategy. People like the idea of investing in gold because it's something that they know and understand. Gold is something you can feel, touch, and hold as opposed to owning company stocks which can seem complicated and intangible.

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May The 4th Be With You - 4 Financial Lessons We Can Learn From Star Wars

Star Wars. What an incredible franchise. Its movies have captivated audiences for decades, including financial advisors. Believe it or not, we do find some time between staring at spreadsheets and reading up on the latest change to the tax code to catch up on the important pieces of pop-culture. We can all enjoy these movies, but as financial advisors, we see things through a different lens, and Star Wars is no exception. Without further ado, we would like to present to you four financial lessons we can learn from Star Wars.

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What Not To Do When Inheriting An IRA

As more and more pensions have phased out, individuals have become increasingly reliant on other retirement savings vehicles, like a 401(k) or an IRA. We hear a lot about people not saving enough for retirement, but for those that do, it's likely they will end up passing their unspent savings to younger generations. This can leave the individual inheriting these accounts in tax situations they haven't come across before. While there are many options for transfers and distributions you have to make sure that you avoid making any mistakes that could lead to costly tax consequences.

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Don't Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099

Many people work for large corporations who offer stock plans as part of their employee compensation packages. While getting company stock (hopefully at a discount!) can be nice, when tax time rolls around, the extra documents received leaves many with quite the headache. Although each stock plan will be different, we wanted to explain one of the more common confusions with stock plans and their tax forms.

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What's The Value of a Financial Advisor Anyway?

In today's digital age, almost anything you could ever want to know can be found online. Have a leaky faucet? Watch a YouTube video on how to fix it. Want to find high-interest fee-free savings accounts? Just Google it. Have the urge to learn how to code? Enroll in a free course online. With the wealth of information found on the internet this begs the question, do I really need a financial advisor?

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