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Brian McGivern | Apr 17, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Brian McGivern | Apr 10, 2023

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Brian McGivern | Apr 3, 2023

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Brian McGivern | Mar 27, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Brian McGivern | Mar 20, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Brian McGivern | Mar 13, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Brian McGivern | Mar 6, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Brian McGivern | Feb 27, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Brian McGivern | Feb 20, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Brian McGivern | Feb 13, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Is It Always Better to Purchase a Home?
Stonestreet Financial, Inc. | Oct 1, 2022

Is It Always Better to Purchase a Home?

Real Estate
Property
Estate Planning
Lifestyle
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings
Stonestreet Financial, Inc. | Sep 1, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Finance
Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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