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Infrastructure Could Bridge Political Divide

Is it a secret that American politics are contentious, divided and rocky? Yet, one topic has the potential to bring both sides to the table: Infrastructure.   The Republicans and Democrats may not agree on the details; after all, infrastructure spending necessitates funding. Conservatives worry about additional taxes or increasing government debt, while liberals oppose…

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Back to School: Planning for College Expenses

Paying for college has become one of the greatest challenges of the American family. Whether your children plan to attend a state university, a private institution, or it’s just too early to tell, planning for college expenses should be a primary factor when considering your investment portfolio and other financial vehicles.

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Why Retirement Planning is Different for Divorcees

Studies show that one in every four divorces happen to people over 50 years of age1. If you’ve been divorced – particularly if you haven’t remarried – your retirement planning picture might look a lot different than that of your married peers. Whether the breakup happens close to retirement age or earlier on greatly impacts…

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Spring Clean Your Investments

By Reid Johnson, President, Lake Point Advisory Group With the weather warming up, we often think of cleaning out our gardens, our closets, and our houses in general.  But what about your investments? As everything begins anew and plants begin to green up and sprout out, now is a good time to think about the…

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4 Often Misunderstood Tax Terms

Tax season is the time when so many of our clients bemoan their lack of tax expertise. The fact is that the code is thousands of pages long, and changes frequently. We highly recommend the use of a certified public accountant when filing your taxes. But even the best accountants need input from you as…

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Spring Cleaning: Financial Paperwork to Keep and Toss

By Reid Johnson, President, Lake Point Advisory Group In addition to taxes, the first quarter also gets us thinking about another annual tradition: spring cleaning. If you’ve spent significant time digging through paperwork to find important documents lately, it might be time to toss some old files. An Important Piece of Advice But please, before…

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