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Website Logomobile logo
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
couple-saving-in-their-30s
by Matt Ward
Financial Planning
30s compound interest investing Saving
July 31, 2020
106 likes

Saving in your 30s

Save early and save often. We’ve heard this. Compound interest and time are our greatest attribute. But how much should we actually save? Well, this depends on your lifestyle goal. For instance, an in

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irs
by Matt Ward
Financial Planning
business COVID Tax Credit
July 10, 2020
94 likes

3 New Tax Credits for Businesses during COVID-19

This year has presented challenges for many businesses. The IRS has added new tax credits available to business owners. As we zero in on the second half of 2020, keep these new tax credits on your rad

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The-Heroes-Act-Second-Stimulus-Payment
by Matt Ward
Financial Planning
HEROES Act Stimulus
July 6, 2020
85 likes

The HEROES Act; Our Next Stimulus and Back-to-Work Bonus?

The HEROES Act; Our Next Stimulus and Back-to-Work Bonus? Washington is in negotiation over the next Stimulus Relief Package, and this relief bill could incentivize employees to return to work. This i

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Personal-Finance-FAQs
by Matt Ward
Financial Planning
FAQs investing money personal finance
June 18, 2020
108 likes

4 Common FAQs about Personal Finance

Q1. SHOULD I INVEST NOW OR WAIT UNTIL THE STOCK MARKET IMPROVES? A. Now. Nobody can tell you when the stock market will improve, but when it does, you will have missed all of the gains, and you will b

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Bear-and-Bull-stock
by Matt Ward
Financial Planning
Bear market invest stock market
April 6, 2020
100 likes

Preparing for a Bear Market

If this bear market has found you unprepared, how can you best prepare for the next one? Here are some ideas – Have a written financial plan — one that is appropriate for your time horizon, risk tole

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volatility-vs-risk
by Matt Ward
Financial Planning
investing risk volatility
March 2, 2020
102 likes

Risk, Not Volatility, Is the Real Enemy

Risk, Not Volatility, Is the Real Enemy Grant us investors the wisdom to know the difference. As the market has been dropping in recent days, what has been your strategy? a. Add more money to my accou

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tax-tips-business
by Matt Ward
Financial Planning
2019 tax planning
November 14, 2019
109 likes

2019 Year-End Tax Planning Strategies

2019 Year-End Tax Planning Strategies   TAX PLANNING STRATEGIES FOR INDIVIDUALS Know your tax rate. This is essential. Knowing your tax rate allows you to plan to take full advantage of a given t

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control-your-retirement
by Matt Ward
Financial Planning
financial planning retirement planning
November 6, 2019
118 likes

Control Your Retirement With These 4 Rules

Are you nearing or in retirement? Then you need to know these 4 main rules.   Rule No. 1: Wealth is not just a dollar amount. Think of it as 3 different variables: 1) Your necessary spending vs.

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6D86E40E-A026-416F-AF2F-BD71540928C8
by Matt Ward
Financial Planning
estate planning trust wills
October 10, 2019
85 likes

11 Steps to an Estate Plan

See below for a checklist 📃 to help you take care of your family by making a will, power of attorney, living will, funeral arrangements, and more. You may have heard that you need to make an “estate p

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College-Planning
by Matt Ward
Financial Planning
college planning
September 20, 2019
100 likes

Choosing the Best College Savings Account

Choosing the Best College Savings Account article by Matthew Ward, CFP®   With your kids back in school, now is the time to start planning for their college funding. Many individuals ask about th

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