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7 Reasons Why Net Worth Should Be Your Financial Health Barometer

Sep 15, 2016
Categories
Business Owners & Entrepreneurs
Financial Planning & Wellness
Video #1-535590 We sometimes find it hard to get our clients to focus on the main thing. In this day in age, it’s so...
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3 Strategies to Consider When the Market Drops

Sep 8, 2016
Categories
Investing
#1-532768 “What goes up, must come down.” Whether you attribute that quote to Isaac Newton or the band Blood, Sweat &...
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Is Your Financial Plan a Strategic Plan?

Aug 25, 2016
Categories
Financial Planning & Wellness
I was at a conference this week, where there were many different financial advisors listening to many industry leaders...
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4 Major Questions for Owning Property Out of State

Aug 12, 2016
Categories
Real Estate
#1-525382 So you own/or are looking to own a property that’s out of state. Maybe you are moving and deciding that...
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The Rule of 168

Aug 10, 2016
Categories
Family & Money
#1-524000 Every year, in the week leading up to vacation, I think about how I spend my time and how much I look forward...
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3 Election Cycle Investment Considerations

Aug 3, 2016
Categories
Financial Planning & Wellness
Investing
#1-521731 The party conventions are over. The political cycle is ramping up. And there is a great deal of noise and fury...
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3 Steps to Prioritizing your Decision-making

Jul 26, 2016
Categories
Financial Planning & Wellness
Sometimes, it’s really hard to make decisions. The more important the decision at hand, the more likely there are...
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LPL Financial Mid-Year Outlook 2016, by Burt White, Chief Investment Officer and Manager of Research

Jul 26, 2016
http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/CL/Client_Letter_071216.pdf
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8 Costs Associated with Downsizing Your Home

Jul 13, 2016
Categories
Real Estate
Retirement Planning
Downsizing one’s home has long been a strategy for empty nesters. The kids are gone, rooms aren’t being used and the...
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6 Major Problems with Self-Diagnosing your Financial Life

Jul 5, 2016
Categories
Financial Planning & Wellness
We live in an age where information is abundant and cheap. How many of us read mainstream media headlines instead of...
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Time In The Market

Jun 28, 2016
Categories
Investing
Federal Reserve this. Brexit vote that. Market highs and market lows. I have casual conversations getting my coffee in...
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4 Things Grandparents Should Know About Paying for College

Jun 20, 2016
Categories
Education Planning
Estate and Legacy Planning
My experience tells me that many grandparents want to help fund college education for their grandchildren, particularly...
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

 

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