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When beginning a planning engagement, the first thing we evaluate is the adequacy of the client’s emergency fund. The reason is simple- without an adequate emergency fund, you are taking on more financial risk than necessary. Furthermore, at some point, everyone needs to use their...

The taxation of financial transactions is an often-misunderstood topic. The root cause of this lack of understanding is in large part due to the complexity of the tax code, the different types of transactions that occur in investment accounts, and the different types of investment...

A lot has been written about what financial planning is. Everything from who could benefit from a financial plan, the process, the types of problems that can be solved has been talked about over and over. There are still misconceptions out there about financial planning,...