Recent Articles

Year-end Tax Planning for Young Professionals Under the New Tax Law

Tax Expertise

Year-end tax planning for young professionals can be challenging given the pace at which life changes with new kids, job changes, and the purchase of a new home. Add in...

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Why You Can Forget The Budget This Thanksgiving

Your Life

If you have a budget we’re giving you the green light to rip it up this Thanksgiving and if you don’t have a one here’s the green light to wait...

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To Roth or Not? That is the Question for Young Professionals

Personal Finance

To Roth or not? That is the question. It’s a question on many young professional’s minds and one we hear frequently. Fortunately, the answer doesn’t prove to be as difficult...

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How to Make the Most of Benefits Enrollment

Insurance Insights

While benefits enrollment season may not top the likes of football tailgates and pumpkin spice lattes when it comes to associations with fall, it is nonetheless that time of year...

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Why Young Professionals Need a Will

Estate Basics

In today’s video blog, we’ll cover the reasons why young professionals need a will, especially once they’ve had children. Unfortunately, despite the importance having a will and other proper estate...

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The Equifax Breach and What You Need to Know

Your Life

In today’s blog post we’ll provide an update on the Equifax breach and what you need to know, as a young professional, specifically covering: (1) what happened, (2) how to...

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Why Young Professionals Shouldn’t Default to Saving for Retirement

Your Life

A financial planner telling a young professional “not to save for retirement” might, at least on the surface, appear to border on malpractice. The equivalent of the trainer telling his...

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