Yes, it’s only October, but that doesn’t mean you shouldn’t be taking some steps now to get your finances in good shape for the end of year. We pulled together our top three recommendations for what to focus on, courtesy…
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7 Questions to Cover in Your First Meeting with a New Financial Advisor
You may have seen those Schwab commercials that have been running the past few weeks. They do a great job of addressing some of the things you should be thinking about when you talk to a new financial advisor. One…
Read MoreA Q&A with Dan Brady, the New Planning Capital VP
If you’re familiar with Planning Capital, chances are you’ve worked with or spoken to Daniel Brady at some point. Dan’s been with the team since 2013, but most recently he’s stepped up to the role of company Shareholder and VP….
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3 Steps You can Take for a More Secure Financial Future – Online
January brought us that most sacred of holidays, Data Privacy Day on January 28th. Ok, maybe it’s not sacred, or technically even a holiday, but these days one might be wise to treat it as if it were. Treating data…
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How often do I need to review my estate plan?
Although there’s no hard-and-fast rule about when you should review your estate plan, the following suggestions may be of some help: You should review your estate plan immediately after a major life event You’ll probably want to do a quick…
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