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What are ETFs?

their way in at the end of the year when we start getting ready for tax time. That may have some of you asking “what about ETF’s? Aren’t they similar to mutual funds? Do they have the phantom gains work their way in as well?” So, we’re going to spend a little bit of time today talking about what ETFs are. 

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The Dark Side of Mutual Funds

I want to talk to y’all quickly today about the “dark side” of mutual funds. Now I want to preface this by saying mutual funds are actually a great way to achieve diversification with just one holding, I’m not saying mutual funds are bad.  

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Avoid Financial Frustration Around the Holidays

This time of year can be seen by many as “the most wonderful time of the year!” But for others, it can also be quite a stressful and overwhelming time of the year, because with Christmas comes the gifts! And it’s not just gifts for yourself, not just gifts for your spouse, or gifts for your kids, or gifts for your family, there’s also friends, there’s also gift exchanges, there’s also holiday parties. So those “simple gifts” can quickly add up and the dollar amount of those gifts can also begin to add up overtime.

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Breaking Down Life Insurance

Hey everyone, Lance Elrod with Next Step Financial Transitions. Today, I wanted to talk to you a little bit about life insurance – I know it’s something that most people don’t like to or even enjoy talking about, but let’s face it, we’re not all invincible! So, there is a need to protect; protect not only yourself but protect your family as well.

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4 Year-End Tax Considerations

Thanksgiving is next week, there’s already Christmas music on the radio, and Christmas and New Year’s are only a hop, skip, and a jump away, which means the end of the year is fast approaching! That also means the end of the 2021 Tax Year is fast approaching. So, we’ve got four year-end tax considerations for you to consider.

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