The Advisor Blog

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Financial Planning: Helping You See the Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

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Considerations When Making Gifts to Children

If you make significant gifts to your children or someone else’s children (perhaps a grandchild, a nephew, or a niece), or if someone else makes gifts to your children, there are a number of things to consider.

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FAFSA
FAFSA for 2022-2023 School Year Opens on October 1

October is the kickoff season for financial aid. That’s when incoming and returning college students can start filing the Free Application

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Infrastructure Legislation Advances, But Still Has a Ways to Go

Two large infrastructure bills have taken important steps to advance in Congress. Here’s where they stand:

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Too Hot to Handle: What’s Ahead for the U.S. Housing Market?

The U.S. housing market, already strong before the pandemic, has heated up to record levels in 2021. The Case-Shiller U.S. National Home Price Index, which measures home prices in 20 major

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