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Your Financial Fresh Start: 12 Resolutions in 12 Months

January 12, 2023

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do

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Creating a Legacy of Change through Charitable Giving

December 20, 2022

Philanthropy today is different than it was in the past. It was once common for donors to distribute their wealth through smaller grants to numerous

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Examining Donor-Advised Funds

December 15, 2022

Americans donate billions to charity annually. If you give to charity, you need to know about one of the best tools to facilitate generosity: Donor-Advised

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5 Do’s and Don’ts for Charitable Giving During the Holidays

December 12, 2022

The fourth quarter holidays are often seen as one of the prime times to take out your checkbook — not only do many charities put

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Make a Positive Impact This Giving Tuesday With Impact Investing

November 28, 2022

While Black Friday and Cyber Monday center on consumer deals, Giving Tuesday—the Tuesday after Thanksgiving—has a different focus. Each year, individuals and corporations are encouraged

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High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning?

November 22, 2022

High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their

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End of Year (EOY) Deadlines Checklist

November 17, 2022

For many of us, a new year is an opportunity for fresh starts and discovering the best versions of ourselves, but some things—like tax contributions

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Retirement’s Second Act: Setting the Stage for Encore Entrepreneurship

November 15, 2022

An encore entrepreneur is a person who starts a new business or venture after age 55. They represent more than half of all business owners

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Entrepreneurs aren’t Born, They’re Made

November 10, 2022

Who are entrepreneurs? Sometimes they are the people who leave the corporate world to pursue their own dreams. In many cases, they may be individuals

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We are proud recipients of the CERTIFIED FINANCIAL PLANNER™ certification. We are dedicated fiduciary retirement planners.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance, a Registered Investment Adviser. Independent Advisor Alliance, Rightirement Wealth Partners, and RWP Capital are separate entities from LPL Financial.

Advisors Associated with Independent Advisor Alliance may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and Investment Advisor Representatives of Independent Advisor Alliance; or (2) solely investment advisor representatives of Independent Advisor Alliance, and not affiliated with LPL Financial. Investment advice offered through Independent Advisor Alliance, and not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, MD, NC, NJ, NY, TX, VA.

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