Charles Schulz

Surviving Your First Three Years as a Small Business Owner

Entrepreneurs and business owners have a great deal of my respect. There are obvious hurdles to starting your own business, and while some of these are easy – such as identifying your passions and dreaming of success – many are difficult. Finding the capital to start your business, choosing the right legal structure, convincing people to work with you (or…

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Charles Schulz

Why Year-End Planning in 2018 is More Important Than Ever

2018 has proven to be a year unlike many others as the United States experienced the biggest tax law overhaul in decades with the Tax Cuts and Jobs Act (TCJA). Much has been written about the implications for the average taxpayer, and we at Krilogy Financial® and Krilogy® Tax Services have been advising clients on issues such as charitable giving…

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Kristin Poole

Impact Investing: Aligning Values with Investments

With the recent ad campaign that highlights Colin Kaepernick, we can see a continuing pattern of large corporations’ increasing involvement in social issues. In 2017 we saw Audi’s Super Bowl commercial in support of equal pay for women; in ’16, Target’s decision to offer transgender-inclusive bathroom access in all its stores; in ’15, Chick-fil-A’s stance against catering for a same-sex…

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Stacy Flanagin

Women, You’re Better at Investing than You Think

It still happens quite frequently. I meet with a man and woman to create or review their financial plan and find that the man is doing most of the talking while the woman remains silent. Perhaps it’s a married couple in which the husband has taken control of the family finances, or maybe it’s a single female professional who has…

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Matt Haywood

The Top Five Questions to Ask Your Retirement Plan Advisor

An employer sponsored retirement plan provides a great benefit for every company, serving as an added perk for attracting and retaining good talent. It’s also an immense responsibility, and if not managed properly, can become a liability. That’s why it’s important to work with an advisor who has your best interest at heart and has the experience you need to…

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Steve Green

Your Blueprint for a Successful Retirement

It’s often been said that every accomplishment begins with a vision and a solid plan. Whether it’s an architectural marvel, a business success or personal achievement, the plan outlining where you are and where you want to be (and most importantly, the steps you must take to get there) always comes first. The same rings true when it comes to…

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Krilogy Financial

Women: Are You Taking Control of Your Finances?

We recently celebrated International Women’s Day, a time to recognize and advocate for the contributions and advancement of women. This includes professional, social and cultural advances, and the accomplishments we continue to see women making when it comes to taking control of their finances. Our passion lies in guiding women on this journey and empowering them to actively navigate all…

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Drew Forrester

Make Strategic Tax Planning a Priority For Your Retirement Plan

If you’re like most, you approach your retirement planning with the sole focus on building your nest egg, accumulating as much as possible to get you to your goals. Yet there’s an often overlooked piece of the planning that could have an impact on your finances in retirement –strategic tax planning. What could your tax exposure be, and how can…

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Your Life Insurance Needs an Annual Checkup Too

Regular check-ups are a part of life. Your health, your car, and even things like your furnace are checked out annually, if not more frequently. Yet when it comes to life insurance, you may think that policy you purchased many years ago is fine just sitting in a drawer. There are several reasons that this is a dangerous practice, because…

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