Inflection Points- Leaving the “Money Game” with Khe Hy and Lou Marchetti
Podcast
Jan 08, 2025
New year, new name: Inflection Points As advisors, we help clients navigate life’s big decisions by asking the right...
News & Commentary
Feb 24, 2020
News & Commentary
By: Christopher D. Ross, CFP®
Feb 24, 2020
In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the...
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Tax Planning
Feb 23, 2020
Tax Planning
By: Christopher D. Ross, CFP®
Feb 23, 2020
The I.R.S. increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020....
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Retirement
Feb 23, 2020
Retirement
By: Christopher D. Ross, CFP®
Feb 23, 2020
Retirement can have many meanings. For some, it will be a time to travel and spend time with family...
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Investment Management
Feb 22, 2020
Investment Management
By: Jude McDonough, CFP® AIF®
Feb 22, 2020
“What do you think the market is going to do?” This question is proposed to me quite often and...
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Financial Planning
Feb 19, 2020
Financial Planning
Feb 19, 2020
This question is asked of me many times throughout the year by clients, prospects and random people I meet...
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Retirement
Feb 19, 2020
Retirement
Feb 19, 2020
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. And...
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Investment Management
Feb 19, 2020
Investment Management
By: Jude McDonough, CFP® AIF®
Feb 19, 2020
The is not a post about a Roth IRA or Tax Loss Harvesting. On a quick side note: Tax...
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Financial Planning
Feb 19, 2020
Financial Planning
By: Jude McDonough, CFP® AIF®
Feb 19, 2020
Finding the right person to be your Financial Advisor is not necessarily an easy task. Perhaps you have a...
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Investment Management
Feb 19, 2020
Investment Management
By: Jude McDonough, CFP® AIF®
Feb 19, 2020
Fixed annuities are very similar to CD’s. Generally speaking, you agree with an insurance company to leave your money...
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