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The Easy Way To Get Started On Your Estate Plan

There are certain things that most of us, for one reason or another, tend to put off. Estate planning is usually one of them. Whether it be because we don’t want to think about our lives ending, we believe it’s too costly, or that it simply doesn’t seem necessary, we tend to leave this imperative task lingering on our to-do lists. In fact, only 51% of Americans have done any estate planning at all, which means, essentially, half the population is taking a potentially detrimental risk when it comes to caring for their families and assets.

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Why I Became A Financial Advisor

Sometimes a career journey is full of twists and turns, and sometimes you just know the right path to take. I fall into the second category. During my college years, I knew I wanted to pursue a career where I could help people and partner with them to find success in life, and the financial industry seemed to be the right place to do that. I earned my bachelor’s degree in finance from Syracuse University and began obtaining the experience and education necessary to launch a fulfilling and enjoyable career.

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How To Freeze Your Credit

With identity theft and data breaches on the rise, it’s normal to feel a bit nervous. After all, no matter how many precautions you take, it’s almost impossible to protect all your data, all the time; and if it falls into the wrong hands, you could be in for a world of hurt. At least that was the case until a new law passed in September 2018 allowing anyone to freeze and unfreeze their credit for free.

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Why I Became A Financial Advisor (Larissa)

One of the best ways to decide what career is best for you is to dip your toes into a particular industry and gain hands-on experience. This is how I indirectly found my way into the financial services industry. I was initially drawn to the field of law, but after working at a law firm during high school, I quickly realized it wasn’t the right fit for me.

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Making Good Become Great: Investing in Opportunity Zones

The Tax Cuts and Jobs Act (“TCJA”) of 2017, has been viewed as a “win” for domestic businesses and economic growth, as lower taxes expanded corporate earnings and boosted investor returns. Individual taxpayers also benefitted from tax breaks and touted simplified filing requirements. But, how is one supposed to realize last year’s 20%+ market return, not to mention the over 4x return since the S&P500 bottomed in early 2009, without having to give up a meaningful chunk of those gains to the IRS. Business-builders and entrepreneurs with low cost basis stocks face the same tax planning conundrum. In fact, it is estimated that there is as much as $6 trillion in unrealized capital gains held (or trapped?) in investment portfolios.

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