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How to Find Unity in Differing Financial Personalities within Marriage

How to Find Unity in Differing Financial Personalities within Marriage

Do you find yourself having frequent conversations surrounding finances with your spouse? What about none at all? Finances are a common point of contention in many marriages. It’s not something to be ashamed of, but it doesn’t have to be something you live with either. We believe it’s important for client couples to be on the same page regarding their finances. Here is why this matters and what we do to encourage unity! 

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Why You Need a Financial Advisor: Tax Planning Benefits

Why You Need a Financial Advisor: Tax Planning Benefits

If you’ve worked hard to build up significant wealth for you and your family, the last thing you want to do is start giving pieces of the pie away to third parties. Tax planners, financial advisors, legal experts, and other professionals in the financial sector all want to be a part of your portfolio management. While it may be tempting to do it yourself (or at least as much as you can), there are many reasons why having a financial advisor is in your best interest.

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