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The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

CFS: Comprehensive Financial Solutions | Feb 24, 2021
Categories
Investments
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Retiring in a Post-Pandemic World

CFS: Comprehensive Financial Solutions | Feb 15, 2021
Categories
Retirement
Coronavirus
Video
COVID-19
Pandemic
Future
Legacy
Estate
Savings
Goals
two people sitting at a desk, each with a laptop in front of them, reviewing a stack of financial documents situated between their two computers.

Income Tax 101

CFS: Comprehensive Financial Solutions | Feb 12, 2021
Categories
Tax Planning
Tax
Taxes
A notecard that says "Dreaming Up an Active Retirement," with a photo of a happy retired couple behind it, on a desk.

Dreaming Up an Active Retirement

CFS: Comprehensive Financial Solutions | Feb 1, 2021
Categories
Retirement
Video
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What Smart Investors Know

CFS: Comprehensive Financial Solutions | Feb 1, 2021
Categories
Risk
Investment
Video
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How Income Taxes Work

CFS: Comprehensive Financial Solutions | Jan 15, 2021
Categories
Tax
Income
A tall stack of notecards on the upper left, with "GAINS" written in large font on a red background. In the opposing, lower right corner is a single notecard that says "LOSSES" against a sickly yellow background. This visually represents capital gains and losses.

A Taxing Story: Capital Gains and Losses

CFS: Comprehensive Financial Solutions | Jan 15, 2021
Categories
Tax
Capital Gains
Income
Article
Two stacks of notecards on a slate gray desk, shown at a Dutch angle: the top one says "How Retirement Spending" in white text on gray-blue backing, and the bottom one says "Changes With Time" in white text on a light beige backing.

How Retirement Spending Changes With Time

CFS: Comprehensive Financial Solutions | Dec 28, 2020
Categories
Retirement
Retirement Planning
Education
A green Macroscopic Coronavirus (COVID-19, SARS CoV-2, corona virus) amidst a tumultuous financial backdrop, indicating a financial emergency.

How to create an emergency savings fund in wake of COVID-19

CFS: Comprehensive Financial Solutions | Dec 22, 2020
Categories
Financial Planning
Personal Finance
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5 Year-End Tax Planning Opportunities for the Savvy Investor

CFS: Comprehensive Financial Solutions | Dec 18, 2020
Categories
Tax Planning
Five Most Overlooked Tax Deductions. Image showing two stacks of notecards on a gray-blue desk, shown at a Dutch angle. The top stack of cards reads "TAX" in white letters on a red background; the bottom stack has a white glyph of a U.S. dollar bill, and the word "DEDUCTIONS" in white text on a light, royal purple background.

Five Most Overlooked Tax Deductions

CFS: Comprehensive Financial Solutions | Dec 11, 2020
Categories
Tax
Taxes
Tax Prep
Tax Planning
Tax Deductions
Tax Preparation

Top 5 Financial Terms You Should Understand

CFS: Comprehensive Financial Solutions | Dec 4, 2020

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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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Ste. 101
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