We are at the halfway point in 2019, how have your investments performed? What changes should you be making now in order to capture the most upside in the second half of the year? Join Mike, Josh and Kevin as we evaluate the first half of the year, discuss current themes driving the investing world and what you could possibly expect for the rest of the year.
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Most Valuable Planning Concept - Estate Planning
Most Valuable Planning Concept - College Planning
Most Valuable Planning Concept - Retirement Planning
Most Valuable Planning Concept - Investment Planning
Most Valuable Planning Concept - Tax Planning
Most Valuable Planning Concept - Protection Planning
Most Valuable Planning Concept - Present Financial Position
The 20-Year Term Life Insurance Mistake
Converting Your RMD into a Tax Penalty
The Financial Do's and Don'ts Before Having a Baby
Seven Promises For This Year's Taxes
The Retirement Spending Gap
Retirement Withdrawal Strategies
The Dangers of Preparing Your Own Tax Return
Should You Retire at the Same Time as Your Spouse?
When Are You Allowed to Contribute to a Health Savings Account?
What Do Rising Interest Rates Mean To You?
2018 Stock Market Recap & How You Should Invest in 2019
The Value of Tracking Your Net Worth
How to Set Great Financial Goals
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