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4 Pillars of Personal Financial Success

We used to think of financial success as a three-legged stool: Pensions, government benefits like Social Security, and personal savings.  Today, pensions for many of our clients are rare, and government benefits have the potential to diminish as a percentage of...

529 Savings Plan Strategies

By Patrick Amey As a financial planner, I can’t begin to tell you how many questions I get about college saving strategies, particularly 529 plans.  And it makes sense, these plans vary by state, the potential tax can be confusing, and people often feel very strongly...

3 Tips When Investing in Your Company Stock

By Patrick Amey When it comes to financial planning, investing in company stock can be one of the best decisions you will ever make. Concentrated positions in high-growth companies have the potential to create vast amounts of wealth for each and every shareholder in a...

Will Financial Rules of Thumb Work for You?

By Lucas Bucl I came across a good and entertaining blog post recently debunking some common financial rules of thumb.  Len Penzo’s article is both funny and does a good job of pointing out the flaws in some financial rules that people often take as fact. The article...