Our Blog

July 19, 2023
Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure you receive a salary that mirrors your worth? Many professionals unintentionally accept salaries lower than they should simply because they're unaware of industry standards.1 Understand […]

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July 18, 2023
5 Amazing Places to Retire Outside of the U.S.

Would you enjoy your retirement more in the U.S. or abroad? That’s not an easy question to answer, and the right answer is different for everyone.  After all, we don’t all want the same things in retirement, and we all retire with different resources, agendas, and expectations.  That can make some places better (or worse) […]

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June 20, 2023
Paws and Effect - The annual cost of pet ownership and how to reduce costs

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little whiskers that make for adorable Instagrams, pets give us that warm, cuddly feeling inside. They are part of our families and some of our best friends. […]

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April 6, 2023
4 Tips for Minimizing Financial Anxiety

If you’ve woken up in the middle of the night to a money-related panic attack, you’re not alone. Our financial situation dictates so many parts of our everyday life. That said, excessive stress is a concern that should be addressed.Money-driven anxiety is a growing concern in this uncertain economy. Ignoring your finances entirely isn’t the […]

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April 4, 2023
Informed Donating

If you want to make charitable donations before the end of the year, you’re not alone. According to Giving USA, an estimated $484 billion was given to charity in the U.S. in 2021, a 4% increase from 2020.Regardless of the causes you support, there are a few questions to keep in mind before opening your […]

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March 30, 2023
Retiring Abroad

If you dream of living abroad, retirement may be the best time. Over half a million Americans living outside the US receive some Social Security, and that number is expected to grow. Many retirees cite cost of living as their reason for moving, while others say health care costs contribute to their move away from […]

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March 23, 2023
What does "Wealth" Mean to You?

In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning. That’s why we need to […]

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February 3, 2023
Business Owners’ Personal and Family Security Risks

Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures. In a 2011 Zogby survey, 92 percent of people with a high new worth indicated concerns over the possibility of home invasions, muggings, kidnapping, and even random street crimes. Not […]

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