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Financial Insights

What are the benefits of Diversifying my Investments?

Submitted by The Blueprint 360 | Financial Clarity Within Reach on April 10th, 2020

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the moral holds true. Markets go up and down through economic change, business cycles, and a wide variety of factors changing investment outcomes. Managing these peaks and valleys is the primary goal of an investment plan.

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Managing Emotions and Expectations during Market Uncertainty

Submitted by The Blueprint 360 | Financial Clarity Within Reach on April 10th, 2020

Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing is learning how to keep it cool when the market is in turmoil? In this article, we are going to look at some of the tools that can help you manage your emotions and expectations during market uncertainty.

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4 Financial Resolutions You Shouldn't Keep in 2018

Submitted by The Blueprint 360 | Financial Clarity Within Reach on January 4th, 2018

New Year’s resolutions are hard enough to keep, especially if they pertain to your finances. So here are a few tips to help you achieve your financial resolutions goals in 2018.

Tags:
  • General Finance
  • Medical Professionals
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Tax Reform: What Medical Professionals Need to Know

Submitted by The Blueprint 360 | Financial Clarity Within Reach on December 18th, 2017

With the House and the Senate reaching an agreement on the final version of tax reform legislation, change is on the horizon. Here’s how medical professionals may be affected.

 

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Three Reasons Why Life Insurance is More Than Just a Death Benefit

Submitted by The Blueprint 360 | Financial Clarity Within Reach on August 16th, 2017

Life insurance is universally recognized as an essential pillar of a financial plan for providing much needed capital in the event of a breadwinner. It is also fundamental to other planning needs, such as estate planning to pay for settlement costs and taxes, and business planning for business continuation or key person protection.

Tags:
  • Insurance
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Infographic: 8 Tips for Finding Balance Between Work and Life

Submitted by The Blueprint 360 | Financial Clarity Within Reach on August 16th, 2017
Read more to learn about 8 ways you can find balance between work and life.
Tags:
  • Women
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Smart Taxes: Roth IRA

Submitted by The Blueprint 360 | Financial Clarity Within Reach on August 16th, 2017

Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes. Could you have saved more? Invested better? Been smarter at charitable giving? Probably.

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Game of Life: Financial Planning At Every Age

Submitted by The Blueprint 360 | Financial Clarity Within Reach on August 16th, 2017

If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.

Tags:
  • Finance
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Financial Resolutions: 6 Tips to keep you Accountable

Submitted by The Blueprint 360 | Financial Clarity Within Reach on January 15th, 2017

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

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Financial Resolutions: 6 Tips to keep you Accountable

Submitted by The Blueprint 360 | Financial Clarity Within Reach on January 15th, 2017

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

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