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Your New Decade To Do List

Posted on: January 7, 2020| Posted by: Jon Powell | Charitable Giving, Financial Planning

A New Year (a new decade) is an opportunity to get things in order and make improvements. Every article published this week and last is a list of[…]

How to Responsibly Help Your Kids with Money

Posted on: January 26, 2017| Posted by: Jon Powell | Teaching Kids About Money, Charitable Giving

On average, young adults today have more debt and earn less money than their parents did at the same age (adjusted for inflation); rent and housing[…]

Charitable Giving for the Holiday Season

Posted on: December 15, 2016| Posted by: Jon Powell | Charitable Giving

Through some combination of hard work and great fortune, a small subset of us may find all of our materials needs and wants are met. Perhaps, in lieu[…]

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Blogs

A Look Back on 2019

It’s been an incredible decade in the US stock market that was capped off by a 2019 which saw returns on the S&P 500 exceed 30%. While US large...

Your New Decade To Do List

A New Year (a new decade) is an opportunity to get things in order and make improvements. Every article published this week and last is a list of...

How to Protect What's Yours - While You're Alive

In our world, a great deal of time is spent having discussions over the proper ways to perform estate planning tasks. This can be as simple as...

What Are The Ways A Financial Advisor Gets Paid?

Fee transparency has been a hot-button issue in the financial advising community over the past few years. High profile stories of unsavory compensation...

Your Brain on Distressing Financial News

“How much pain has caused us the evils that have never happened?”

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Tag: charitable giving

Your New Decade To Do List

How to Responsibly Help Your Kids with Money

Charitable Giving for the Holiday Season

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