Month: November 2019

Portfolio

How Tax Efficient is Your Portfolio?

What of the purpose of investing your money? No, this is not a trick question. Of course, it is because you want to make money. The funny thing is there are two elements to investing that is often overlooked or forgotten—fees and taxes. We will leave the topic of fees for another time. I want…
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November 21, 2019 0
Debt

Be Done With Debt…

…or at least bad debt. Marlene Satter is an author at ThinkAdvisor who recently wrote a piece called the 10 Scariest Retirement Statistics: 2019. 1 The title was very fitting. Much of the statistics were centered around debt. Take a look: Credit Card interest in 2018 was $113 billion – with a projected growth of…
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November 13, 2019 0
To-Do

Your Year-End To-Do List

Wow! Where has 2019 gone? There are only two months left—the busiest two months of the year with the holidays in full swing. The funny thing is that most people try to cram everything they intended to do all year into this hectic, compact time-frame.  I guess the old adage is true—done beats perfect every…
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November 6, 2019 0

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