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Blog : Financial Advisor

Ways to Cut Wedding Expenses

budgeting tips Estate Planning Financial Advisor Financial Planner Financial Planning Financial Planning for Gay Couples Financial Planning for Women RIA October 1, 2019 Author: Deborah Doyle

Most people consider the start of summer to be the starting of #weddingszn; however, according to a study conducted by Zola, the most popular month to get married the past two years is October.  There are several costs when it comes to planning a wedding. The five most expensive parts though make up 90% of […]

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How to use Artificial Intelligence During your Job Search

CFP Financial Advice Financial Advisor Financial Planner Financial Planning Investment Advisor Registered Investment Advisor July 2, 2019 Author: Deborah Doyle

Recruiting has drastically changed over the last few years. Employers today are increasingly using artificial intelligence (AI) to sort through resumes for each job opening. AI allows companies to instantly search through the resumes to find the applicants that best match what they are seeking. While this is great for companies, a lot of qualified […]

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Things to Look for When Buying a Retirement Home

Certified Financial Planner Financial Advisor Financial Planner Investment Advice Investment Planning Registered Investment Advisor Retirement Advice Retirement Planning June 4, 2019 Author: Deborah Doyle

Retirees enjoy the freedom to move wherever they desire without a job or young family tying them down to their current location. Retirees often move during retirement, with a decent portion moving out of state. However, there are many things to consider before you book those movers and sell your house. Before selecting your dream […]

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The Importance of Spring Cleaning your Living Spaces and your Wallet

Certified Financial Planner Financial Advice Financial Advisor Investment Advisor Retirement Planning Wealth Management April 25, 2019 Author: Deborah Doyle

Spring cleaning is a time where you tackle onerous tasks and projects like purging your closet, power-washing the house, or sorting through the pantry. But spring cleaning should go beyond just your living spaces as your finances can likely use some of that narrowed in attention as well. There are several ways you can review […]

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How To Survive the 2019 Tax Season

CFP Financial Advisor Financial Planning RIA Tax Planning Taxes February 5, 2019 Author: Deborah Doyle

Tax prep is not something many people associate with joy or excitement but it is something that individuals and businesses must prepare for each year. Due to the recent 2019 tax overhaul, many people are even more worried and anxiety ridden about their tax returns. By being proactive, knowledgeable and prepared here are a few […]

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Women and Wealth Management

Certified Financial Planner CFP Financial Advisor Financial Advisor for LGBT Couples Financial Planner Financial Planning for Women Financial Services RIA Wealth Management January 31, 2019 Author: Deborah Doyle

In the past, women were expected to get married, raise children, keep the house clean and rely entirely on men for financial support. Today, the world is an entirely different place. Women have made strides in closing the wage gap, shattering record numbers as college graduates and building long-term standing careers.  Women have embraced their […]

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Financial New Year Resolutions

CFP Employee Benefits Financial Advisor Financial Planning Financial Services Health Benefits January 7, 2019 Author: Deborah Doyle

The beginning of a new year is a very popular time to set goals, make plans and resolutions for improving oneself and quality of life. Your resolution list should especially include a few financial resolutions. Make Financial Goals: Identifying what your financial goals are is the first step. Consider breaking down the big goal into […]

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Long-Term Care: What are my Options?

Certified Financial Planner Financial Advisor Financial Services Long Term Care November 13, 2018 Author: Deborah Doyle

When planning for retirement a big mistake most people make is overlooking long-term care insurance and preparing for healthcare expenses– whether foreseen or not. Most people are not aware of what the costs are, how to prepare for them or where to even begin to save for these kinds of future expenses. You’ve had discussions […]

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