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Tips for employees preparing for an IPO

Preparing for an IPO

By Michael ShanahanFinancial Planning
For many tech companies, the goal is to go public. Spotify and Dropbox took the leap last year, and Lyft, Uber & Pinterest have filed with the SEC for listing...
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March 29, 2019
Hedge Fund Questions

Everything You Ever Wanted To Know About Hedge Funds But Were Afraid To Ask

By Andrew ZimmerFinancial Planning
If you have questions about how hedge funds work, you've got company.  Hedge funds aren't for the average investor, which means the average investor typically doesn't understand much about how...
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August 9, 2018
Alternatives to Savings Accounts

Alternatives to Savings Accounts

By Andrew ZimmerFinancial Planning

A penny saved is a penny earned. Often mistakenly attributed to Benjamin Franklin, this phrase has origins dating all the way back to the early 1600s. The original meaning behind…

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July 27, 2018

The Marriage Checklist

By Kevin ChristensenFinancial Planning
Spring is in full swing and for many couples, that means wedding bells. A wedding can be one of the highlights of life. Following months or even years of planning,...
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June 2, 2018

7 Ways Doctors Can Improve Finances

By Andrew ZimmerFinancial Planning
For some doctors, saving lives may be easier than saving money. Doctors must hit the workforce at full speed. Following years of medical school, many doctors don't start their careers...
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May 8, 2018
Keeping Personal Data Private

Keeping Personal Data Private

By Michael ShanahanFinancial Planning
Just because you're paranoid doesn't mean they aren't out to get you. Recent events in social media have shed a bright light on the importance of protecting information online. At...
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April 28, 2018

Understanding Stocks, Bonds, MF and ETFs

By Kevin ChristensenFinancial Planning
There's more to investing than purchasing stocks online. Investors have options. Stocks, bonds, mutual funds and ETFs can all be included in a portfolio, yet each carries with it unique...
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April 11, 2018

SEP IRAs Learning the Ropes

By Andrew ZimmerFinancial Planning

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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March 21, 2018
Startling surprises about retirement

Startling Surprises About Retirement

By Michael ShanahanFinancial Planning
Retirement is, for many, the ultimate end goal capping off a career.  Originally envisioning a perpetual daydream of pursuing any number of pleasures, many are surprised to find retirement comes...
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February 1, 2018

10 Steps for Saving More This Year

By Michael ShanahanFinancial Planning

The beginning of the year is a great time for making positive life changes.  People make a number of resolutions each year but for many, saving more money consistently ranks…

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January 12, 2018
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