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A MULTIDISCIPLINARY APPROACH TO PLANNING

Estate Planning | Tax Strategies | Financial Planning

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Wednesday, November 27, 2019

In a blog post from this summer, What Real-Life Wealth Management Looks Like, we reviewed the process of defining goals, creating actionable steps, and setting a financial plan into motion. Once we complete these three things, the path...

 

Monday, September 30, 2019

Your children have graduated from college and are off into the world of adulthood. Congratulations! Great job! All of those years of allocating portions of your finances to the various costs of supporting your baby have come to a close...

 

Wednesday, August 7, 2019

You are not looking forward to estate planning, are you? It might seem like a plan that won't benefit you - but that couldn't be further from the truth! Estate planning takes a small amount of time and energy now and provides you an...

 

Wednesday, August 7, 2019

According to CNBC, Forbes, The Wall Street Journal, Business Insider, The Atlantic, random people on the street, and your mom, your current financial life is a disaster simply because you are a Millennial. This is only poised to get...

 

Thursday, July 25, 2019

Financial Success is available to everyone but means something different to every family. At VIP Financial Matters, we are big believers that knowledge is power when it comes to financial planning, and defining your success markers...