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Relevant Articles

Ross Hunt, CFP® | May 10, 2024

Five Planning Strategies for Turbulent Markets

In times of economic upheaval, the natural reaction for many investors is to react with fear and anxiety. Market volatility can unsettle the most seasoned of
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Ross Hunt, CFP® | May 10, 2024

The FTC’s Recent Ban on Non-Compete Clauses

The Federal Trade Commission's (FTC) recent decision to ban non-compete clauses marks a significant shift in employment and competition policy that could have
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Ross Hunt, CFP® | May 10, 2024

Annuities: The Missing Piece in Your Retirement Puzzle

When it comes to planning for retirement, you may feel as though you've already explored all your options. From traditional and Roth IRAs to 401(k) plans
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Ross Hunt, CFP® | Apr 2, 2024

A Quick Guide to 529 Plans and College Savings: Dispelling Common Myths and Misconceptions

529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member. While most people know that they are one of
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Ross Hunt, CFP® | Apr 2, 2024

Assessing Your Retirement Preparedness in the Modern Age

Did you know, according to CNBC, more Americans are expected to turn 65 through 2027 than at any other time in history?
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Mary Hunt | Apr 2, 2024

Tips for Navigating Inflation as a Small Business Owner

Small business owners face many challenges, which may become even more significant during inflation. As inflation hit new highs in recent years, small business
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Ross Hunt, CFP® | Apr 2, 2024

The Importance of Choosing the Right Life Insurance Policy for Your Retirement Years

Life insurance has its benefits, and choosing a manageable life insurance policy is a critical step in your retirement planning. It can help your family cover
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Ross Hunt, CFP® | Mar 12, 2024

Raising Savers: Teaching Your Kids How to Avoid Learning Financial Responsibility the Hard Way

Who doesn’t remember their first job, receiving your first paycheck, and even applying for and using a credit card for the first time? Access to money provides
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Ross Hunt, CFP® | Mar 12, 2024

It’s Not Too Late to Become Financially Literate

Financial literacy is crucial to a solid financial future and an enjoyable retirement. No matter your age, when you understand how to manage your money and
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Ross Hunt, CFP® | Mar 12, 2024

5 Ways a Financial Professional May Help Propel High Earners Towards High-Net-Worth Status

The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your
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