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Financial Conversation Tips for Couples
Financial Conversation Tips for Couples Daniel Laure, CFP®, MBA, RICP® May 5, 2021 Communication about money is often fraught for couples, and bringing the topic up with your partner can be...
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The Ultimate Gift
The Ultimate Gift Katie Martin, CFA, CFP® June 7, 2021 Part of my role as a wealth management advisor is to keep people accountable. There are things we need to do to be secure in our financial future...
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Automated Investing vs. Human Guidance
Automated Investing vs. Human Guidance Daniel Laure, CFP®, MBA, RICP® June 7, 2021 When you’re looking for help managing your investment portfolio, you have a decision to make: Should you work with a...
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Breaking Down IRAs
Breaking Down IRAs Daniel Laure, CFP®, MBA, RICP® June 7, 2021 Individual retirement accounts (IRAs) are a type of tax-advantaged account that can help you boost your retirement savings. The most...
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Choosing the Right Life Insurance Policy
Choosing the Right Life Insurance Policy Daniel Laure, CFP®, MBA, RICP® June 15, 2021 How to compare plans based on your specific needs The basic premise behind life insurance is simple: You pay...
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Tips for Making the Most of Your Inheritance
Tips for Making the Most of Your Inheritance Daniel Laure, CFP®, MBA, RICP® June 15, 2021 Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth...
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Understanding Retirement Income
Understanding Retirement Income Daniel Laure, CFP®, MBA, RICP® June 15, 2021 When you retire, you say goodbye to work—and your paycheck. A retirement income plan with multiple income streams can help...
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Creating a Successful Business Succession Plan
Creating a Successful Business Succession Plan Daniel Laure, CFP®, MBA, RICP® June 15, 2021 An exit strategy helps business owners ensure the long-term success of their company A good succession plan...
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Preparing for Healthcare Costs in Retirement
Preparing for Healthcare Costs in Retirement Daniel Laure, CFP®, MBA, RICP® June 15, 2021 For many Americans, navigating the maze of health insurance options—from employer-based plans to individual...
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How Does Dollar-Cost Averaging Work?
How Does Dollar-Cost Averaging Work? Daniel Laure, CFP®, MBA, RICP® June 15, 2021 When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving...
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A Retirement Account Tutorial
A Retirement Account Tutorial Katie Martin, CFA, CFP® July 1, 2021 You know the importance of putting money away for retirement, but how do you know where you should put it? IRA, Roth IRA, 401(k), Roth...
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What Is Inflation—And Why Is Everyone Talking About It?
What Is Inflation—And Why Is Everyone Talking About It? Daniel Laure, CFP®, MBA, RICP® July 1, 2021 Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and...
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A Beginner’s Guide to Alternative Investments
A Beginner’s Guide to Alternative Investments Daniel Laure, CFP®, MBA, RICP® July 1, 2021 Alternatives are investment options beyond the typical stocks, bonds and cash found in most portfolios. They...
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Visionary Wealth Advisors Adds New Location in Collinsville, Illinois
Visionary Wealth Advisors Adds New Location in Collinsville, Illinois July 26, 2021 – Sr. Wealth Management Advisor, Brad Keene, CFP®, has opened Visionary’s 8th location in Collinsville, Illinois....
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5 Tips for Reviewing an Early Retirement Offer
5 Tips for Reviewing an Early Retirement Offer Daniel Laure, CFP®, MBA, RICP® July 28, 2021 You’ve spent years planning and saving for your retirement. And then, out of the blue, your employer hands...
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4 Risks That Can Impact Your Retirement
4 Risks That Can Impact Your Retirement Daniel Laure, CFP®, MBA, RICP® July 28, 2021 Even with careful planning and diligent saving, some parts of retirement planning are out of your control. Factors...
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Where Should My Next Dollar Go?
Where Should My Next Dollar Go? Katie Martin, CFA, CFP® August 2, 2021 Last month’s post walked through some ins and outs of the different kinds of retirement accounts. So now you may be wondering how...
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2021 Mid-Year Outlook
2021 Mid-Year Outlook Economic recovery, updated vaccine and portfolio considerations by Christopher Kachmar, CFA, Partner, Chief Market Strategist, Fiducient Advisors July 2021 Key Observations...
View ArticleVisionary Wealth Advisors Announces Job Openings
Visionary Wealth Advisors Announces Job Openings Open Positions for Think Tank Analyst and St. Louis Receptionist August 4th, 2021 — Visionary Wealth Advisors is seeking motivated, driven individuals...
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A Guide to Health Savings Accounts
A Guide to Health Savings Accounts Katie Martin, CFA, CFP® September 3, 2021 After a long, hot August, I am ready to turn the page to September! Soon we’ll see the telltale signs of fall – football...
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