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Financial Advisor Magazine: Gordon Bernhardt—The Power Of Going Deep In A Niche Market
Making inroads with a niche market can be challenging.
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Year-End Tax Reduction Strategies for Business Owners
Here, we highlight a few strategies we recommend to our business owner clients. While these strategies may not be new, we believe it’s always beneficial to revisit them.
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A CPA’s Year-End Wishlist
Why wait until tax season to prepare for your upcoming tax filing requirements? Taking some proactive steps before tax season is in full swing can help alleviate stress for both you and your CPA when it comes time to prepare your returns.
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‘Tis the Season: How to Gift Wisely and Safely
I have a confession to make.
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Holiday Conversations: Talking to Your Loved Ones About Finances
During the holiday season, you may have some long-anticipated plans to spend quality time with your loved ones.
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Veterans Benefits: A Tool for Financial Planning
Many people are familiar with the basic benefits available to veterans, but did you know there are programs that could be beneficial to building a comprehensive financial plan? In this article, we will discuss several programs, resources and benefits that are available to qualifying veterans that could help with financial planning.
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Strategy for Maximizing College Financial Aid
The costs of obtaining a college degree can be overwhelming. When confronted with this, some of us may be convinced by others to try and increase our chances of getting financial aid. While there’s nothing wrong with this, I‘ve seen a couple of cases where people have received questionable guidance and were led down a...
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The Evacuation Checklist: What Should You Take with You in an Emergency?
“There’s no harm in hoping for the best as long as you’re prepared for the worst.” ― Stephen King, Different Seasons
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Heading South for Winter
The temperatures are starting to cool down and you, like many, may be starting to pack your bags to head south for the winter. However, before you rush off to enjoy the sunshine, make sure you’re properly prepared to leave your home for a few months. Here’s a checklist to help you get ready.
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By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.