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Blog

Estate Planning Tools

By taking steps in advance, YOU have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to be distributed, but they also go far beyond that.
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Risk Tolerance Is About You, Not the Market

Your risk tolerance should be a fundamental component of your investment strategy - based on your own situation rather than market performance. Your tolerance may drive some of the decisions you make when the market rises and falls, but it should only change as your own circumstances change.
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Think You Can Time the Market? Think Again.

Buy low and sell high. It sounds so easy. Surely anyone who follows the market’s latest gyrations and stays abreast of economic and earnings news can anticipate and capitalize on these movements, right? Wrong.
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Withdrawing Money from Investments Before Age 59½

Withdrawing taxable funds from a tax-deferred retirement account before age 59½ generally triggers federal income tax penalty.
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Unforgettable Birthdays

Beginning at age 50, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits.
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Vola-phobia: Don't Fear Volatility

Many investors have a phobia when it comes to volatility: let’s call it VOLA-PHOBIA. They think volatility itself signals an unhealthy market. But fundamentals drive markets over time.
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What Is the Best Form of Property Ownership for Me?

Significant tax benefits can be gained (or lost) depending on the characterization of your property. Take a look at the general classifications of ownership:
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2018 Tax Changes: 529 Savings Plan

Thanks to the Tax Cuts and Jobs Act of 2017, Section 529 plan savings may now be used for K-12 tuition as well as for higher education costs.
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Correction Time: The Market Takes a Hit

After reaching all-time highs on January 26, 2018, the Dow Jones Industrial Average and the S&P 500 went into a two-week slide that saw both stock indexes drop by more than 10%, a decline that is typically considered a market correction.
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Integration Update | Press Release

March 6, 2018 - 3 Peaks Financial implements award-winning risk alignment platform to drive client success.
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4 Financial Numbers You Should Know

Daily life is full of numbers, and some matter more than others. Here are four that could help you understand and potentially improve your financial situation.
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Intergenerational Wealth Planning: A Win-Win for the Whole Family

Discussing the transfer of wealth from parents to children can be uncomfortable for both parties. Yet by introducing children to the wealth management process from a young age, affluent families may be able to reduce family tensions later in life and help ensure that the planning tradition passes intact to future generations.
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Recognizing & Avioding Online Scams

October is National Cyber Security Awareness Month. Identity theft affects millions of Americans each year. Learn the risks and how you can protect your sensitive data from cybercriminals.
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Tips To Help You Retire Early (FREE Download)

Download this complimentary retirement checklist. "To ensure that you aren’t blindsided, have a plan B before and not after retirement."
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Thinking of Retiring Early? Mind the Gap!

According to a recent Gallup poll, the average American retires at age 62.1 That's at least four years away from collecting full Social Security retirement benefits, not to mention pensions, which typically begin at age 65, when available.
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Will Social Security Retire Before You Do?

Although Social Security payments are typically adjusted for inflation, your own income and expenses may rise at a faster pace. And you might have to wait longer than you anticipated to qualify for full benefits.
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