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Resources

As we devote significant time to our own continuing education, we hope you find the information here relevant and thought provoking. Contact us regarding any questions that arise.

  • The Tax Diversificatrion Triangle
    The Tax Diversificatrion Triangle If we’re being honest with each other, there is nothing dryer than reading about taxes. Now that we are on the same page, if I told you a triangle could potentially save you tens of thousands of dollars, could I get you to continue reading? I’m going on the assumption…
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  • Rewirement Series Part III: How to Achieve Rewirement
    Rewirement Series Part III: How to Achieve Rewirement In this final part of the rewirement series, we’re excited to offer simple financial planning steps to keep in mind as you make this your reality.  Please revisit Parts one and two of our rewirement series as we explored the current retirement landscape and made a case for why considering…
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  • Asset Allocation for Millenials
    Asset Allocation for Millenials Asset allocation is one of the pillars of investing.  But what does it actually mean? The more important question may be, what is the right asset allocation for you?  Before diving into what is right for you, let’s take a step back and first understand what asset allocation is.
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  • Rewirement Series Part II: What are the Benefits of Rewirement?
    Rewirement Series Part II: What are the Benefits of Rewirement? In the first part of our Rewirement Series: What is Rewirement, we discussed the mindset of the workforce over the last several decades and the arc of the Social Security system.  We also explored the need for work in our lives, the importance of lifelong learning, and our society’s need…
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  • The Go-To Guide for Maximizing Your Employee Stock Options
    The Go-To Guide for Maximizing Your Employee Stock Options Most people in the workforce today don’t have the benefit of working for a company that still offers a pension.  Even if they do, every few years there is usually some type of benefit negotiation between the union and company that can drag on for months and lead to union…
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Mitchell Custenborder, CFP®

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