We’ve heard that we should rebalance our portfolios. It’s good for us. Kind of like fiber. But why? How? And how often? Here are three popular methods that compliment most investors’ needs.

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How can you benefit from the time and effort you have put into preparing your taxes? Before you file away your tax return, learn more and seize the opportunity to plan ahead!

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Are you leaving money on the table? Capturing your entire 401k match is vital to optimal financial planning. Here are ideas for fully understanding your match, structuring your employee contributions, and implementing contribution strategies to maximize benefits.

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There are several components of a 401k employer match than can be coordinated to fit your personal finances. Contact your payroll, human resources or benefits department to ask for specific information on your retirement plans. Here are a few questions you should ask, and likely answers.

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Recent Department of Labor (DOL) Fiduciary Rule changes may have you wondering, “Who’s really advising me?” Asking the right questions can help guide you to the appropriate path for your unique financial and lifestyle goals.

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Build a 50-15-5 framework for your personal finances. Create a balance between living comfortably today while preparing for a prosperous future. Develop a collaborative relationship with your financial planner.

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Open enrollment for company benefits is an important time to review, update, or make changes to your employer plans. How do you know if you are maximizing your company benefits? Do you know if the company benefit programs are the most efficient and cost effective for you and your family?

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Volatile stock markets create conditions that can interfere with investor decisions. Learning how to recognize cognitive biases and understanding financial behaviors can help investors manage emotions and deal with negative financial and geopolitical news.

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Tax Time 2016

February 29, 2016

Tax filing season is a great time to review your overall financial situation because you have all your financial information right in front of you! The goal is to look at taxes over two consecutive years to determine what is the most effective use of various tax strategies.

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The financial planning timeline helps to identify potential strategies to prepare an efficient and effective plan. While individuals and families have unique financial goals and circumstances, these key dates provide a framework to help make better informed financial planning decisions.

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