Risk & Rebalancing
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When thinking about your portfolio it is easy to frame your investment decisions based on the potential return you may receive, but return is only part of the equation.
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Blog
Take Control of your Financial Future
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A budget is more than just tracking expenses – it is a tool to boost financial confidence.
Read MoreGiving the Gift of Financial Planning
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This holiday season, give a gift that lasts a lifetime: the power of financial planning.
Read MoreBig news for Hoosiers under 65 on Medicare
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Great news for Indiana residents on the horizon.
Read MoreThe Beat Rolls On
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How do the new federal income tax brackets and standard deductions for tax year 2025 affect you?
Read MoreFrom a Donut Hole to Zero Coverage?
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If you haven’t reviewed your Part D coverage for next year, now is an excellent time to do so.
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Preparing for Tomorrow: A Resource for Lawyers
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Are you a lawyer looking to retire and need help with an exit plan?
Read MoreThe Cap Factor
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The financial world has an endless amount of jargon that is used to describe investments and their attributes so let's break down some of this jargon so you can navigate the financial world with confidence.
Read MoreWhat is Medicare?
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Here is why it is important to choose wisely when selecting Original Medicare or a Medicare Advantage plan.
Read MoreChanges Coming to Medicare Part D
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There are some changes Part D subscribers will see beginning in 2025.
Read MorePassword Security
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Here is a list of the top three things to keep in mind for your password security.
Read MoreSunset/Expires; Tomato/Tomahto
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What will happen if most of the Tax Cuts and Jobs Act’s provisions expire as scheduled on December 31, 2025?
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Home Mortgage Interest Deduction
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In 2024, we have seen mortgage rates stay at a much higher level than in recent history. This can be disheartening for new and prospective homeowners, but here is a suggestion that can potentially help with affordability if you itemize your tax deductions on your yearly tax return.
Read MoreModern Budgeting Tools
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The landscape of budgeting tools has evolved significantly since the days of spreadsheets and the physical “envelope method”.
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Financial Top 10 List for Grads
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Top 10 list for graduates as they transition to financial independence.
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