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Breaking Down Socially Responsible Investing

Many investors want more out of their investments than just a good return. They want to know that the companies they invest in are ethical

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May 5, 2021
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Financial Conversation Tips for Couples

Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial concerns, goals and

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May 5, 2021
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Preparing Teens for Financial Adulthood

Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income

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April 5, 2021
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Tips for Making the Most of Your Inheritance

Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that

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April 5, 2021
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How Does Dollar-Cost Averaging Work?

When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment,

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March 1, 2021
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Women and Wealth: Taking Charge of Your Finances

When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and

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March 1, 2021
sticky note Tax Time

Preparing for the 2021 Tax Season

How a financial advisor can help you manage your taxes this year  Reducing your tax burden can help you manage your wealth and free up

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February 1, 2021
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Choosing the Right Life Insurance Policy

How to compare plans based on your specific needs The basic premise behind life insurance is simple: You pay premiums to an insurance company, which

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February 1, 2021
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Tax Tips for Charitable Donations

Charitable giving is a great way to support the causes you care about while also getting a tax break. In 2020, Congress passed the Coronavirus

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January 4, 2021
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“Your Financial House” and the “Your Financial House” symbols are trademarks of fiSMART, LLC ©2005.  All Rights Reserved. A financial planning tool provided especially for the licensees of fiSMART (fiplanpartners.com).

1 As reported by Financial Planning magazine, June 1996-2021, based on total revenue.
2 Cerulli Associates, 2019 U.S. RIA Marketplace Report
3 2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
4 2021 Fortune 500
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  • Home
  • Planning Solutions
    • Financial Planning
    • Your Financial House™
    • Life Insurance Planning
    • Long Term Care Insurance Planning
    • Disability Insurance Planning
  • Investment Management
    • Portfolio Strategies
    • The Power of Fiduciary Advice
    • Fee Based Advice
    • Building Your Portfolio
  • Experience The Difference
    • Our Process
    • Straightforward Fees
    • Remote Clients
    • In-Home Visits
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    • Our Partnership – LPL Financial
    • Ramsey SmartVestor Pro
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