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There’s always a risk associated with any reward. That’s as true for a 5-year-old playing a video game as it is for a Fortune 500 business owner.

The goal in life is to assess whether that risk, no matter how big or small, is worth the reward.

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We can probably all agree that financial planning is pretty darn important. Whether you’re spending within the confines of a monthly budget or saving for a new home — there’s a good chance you’re already doing it without even knowing. Alas, there may come a time when you need a helping hand to navigate challenging financial hurdles like investments and taxes.

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When you put a financial plan in place — you hope for the best. You want to have money to do certain things in life. Whether that means splurging on a European vacation or saving for your child’s college fund, careful financial planning helps achieve these things. But how do we really know if our efforts are paying off?

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Have you ever gone to a business lunch with someone and noticed that they’re insistent on getting a receipt? You might think it’s a little odd at first. Who cares about holding onto the receipt for a $25 lunch, right? Well as it turns out, there’s probably a very good reason that the person you talked business with over lunch is hanging on to that little piece of paper.

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Wait a second. Check the calendar again. That can’t be right. Wasn’t it just January? The end of the year has come in fast and furious form. The Christmas season is almost upon us, but our stomachs are still digesting Thanksgiving dinner. That’s life, isn’t it? The more you have going on, the more you start recognizing how quickly time flies.

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We’ve got it pretty good up here.

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Everyone wants to have a happy and healthy portfolio. Nobody makes investments with the end goal of merely getting by. They want to preserve capital and, ideally, make some money from investments they’ve made over the years.

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With so many resources out there thanks to the Internet, doing things yourself has never been easier. Click a couple of links, and you can learn how to change a tire and cook like Gordon Ramsey (not at the same time, of course). Our digital database is more comprehensive than ever before, so our depth of knowledge has grown significantly, too.

That said, this doesn’t mean we’re suddenly experts in everything.

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When it comes to financial planning — you’ve got choices. The type of financial advisor you choose to hire will depend on your wealth management needs.

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As a small business owner, you’re used to doing everything on your own. Self-employment comes with a set of unique responsibilities that differ from regular employees. You’re always on-the-go and dealing with day-to-day tasks involved in running your business. With so many things on your plate, it’s easy to forget the future and live in the now instead.

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Retirement is always a time of personal reflection. As it edges closer, people start assessing their past, present, and most importantly, future. They think about how much time they’re going to spend with family and friends, where they want to travel, and even their current living situation.

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There’s any number of reasons that can lead you to sell your business. It can be as cut and dried as retirement or something more complicated such as a serious health concern. The decision can even come out of nowhere with a sudden change of heart about the line of work you’re in. But it’s what happens once that decision is made that becomes especially critical.

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