Author: Angela Robinson

Vitals

Have You Checked Your Financial Vitals?

Have you ever wondered why the doctor has your “Vitals” checked at the beginning of every visit?  Well, let’s look at the definition of “Vitals.” Vital Signs are a group of four to six most important signs that indicate the status of the body’s vital (life-sustaining) functions.1. I want to highlight the phrase “life-sustaining.” If…
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February 3, 2020 0
Risk

The 5 Biggest Risks of 2020

Bruce Schneier wrote an article in March of 2007 titled Why the Human Brain is a Poor Judge of Risk. Looking back, the timing is fine irony. Had more investors read his article, perhaps they would have lowered their overall risk in the markets prior to the Financial Crisis – which began in August of…
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January 20, 2020 0
Sold

Were You Sold Something or Do You Need it?

There is a good chance you can think back to a time in your life when you felt like you were “sold something.” Perhaps you were a little confused – and still are – as to why you bought it. Perhaps you had buyer’s remorse. Or, just plain and simple, you bought something purely out…
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January 13, 2020 0
SECURE Act

The SECURE Act – Is it Really a Good Thing?

Like most answers we give…it depends. The SECURE Act passed with flying colors at the end of 2019 and dictated several MAJOR changes to the rules around retirement plans. There were also some important tax planning notes. Some of these changes were much needed, some were unwanted, and some will require immediate attention. There also…
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January 6, 2020 0
20/20

20/20 Vision

Florence Chadwick, an American swimmer, set many international records, including breaking a standing record for swimming the English Channel between England and France. On July 4, 1952, she became the first woman to swim 21 miles across the Catalina Channel, from Catalina Island to the California coast. On her first attempt, the ocean was ice…
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December 30, 2019 0
Heart

The Gift of Giving

For most, the holidays represent a season of giving. Although giving to family and friends occupies most of our attention, charitable giving also plays a significant role at this time of year. From a tax and financial planning perspective, incorporating charitable giving into one’s year end activities can make a lot of fiscal sense. As…
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December 18, 2019 0
Paperwork

Don’t Die Like a Celebrity

All of their fame and money may be one thing, but when they die – as we all do – celebrities are not so different from the rest of us. The same estate planning blunders they make are the same ones we see on an every day basis. Here are the top ten lessons to…
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December 11, 2019 0
Walking

Tell Me Bout the Good Old Days

I have a confession to make: I love watching the talent on some of today’s reality shows. It is absolutely wonderful to see every day people working to fulfill their lifelong dreams of turning their passion into a career. Several years ago, on The Voice, Danielle Bradbery, a young lady from Texas who was 16…
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December 4, 2019 0
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

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