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Archive

Ten key accounting calculator on a soft yellow desk
Riley & Lowe Financial Solutions | Apr 21, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Toddler standing at the bottom of a stone staircase
Riley & Lowe Financial Solutions | Apr 21, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Riley & Lowe Financial Solutions | Apr 21, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Skip Riley | Mar 5, 2024

Women’s History Month: Advising Women

investing
women
Financial professionals need to address the special financial concerns of women.
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Skip Riley | Mar 5, 2024

Retirement Planning: A Map to Changes in 2024

Retirement
Navigating these demands an adaptable approach to planning your finances.
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Skip Riley | Mar 5, 2024

The Sandwich Generation: Caring for Parents and Children Simultaneously

investing
As the U.S. population continues to age, the “sandwich generation” is caught in the middle, supporting both their parents and their children, whether
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Skip Riley | Mar 5, 2024

Don’t Forget to File! 8 Tax Filing Tips to Help Mitigate the Stress

If you hear the term HENRYs mentioned during a financial conversation, you may or may not be familiar with the fairly new acronym. It stands for “High Earners
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Skip Riley | Apr 1, 2024

4 Tax Planning Tips for High-Net-Worth Families

Tax planning might be complex, but it's also essential—especially for high-net-worth families, where missing tax breaks or failing to optimize income could cost
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Skip Riley | Apr 1, 2024

Turning Profits into Wealth: A Guide for High-Earning Business Owners

Growing a business is impressive, but it takes more than just turning a profit to build wealth: It requires a mind shift from short-term gains to long-term
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Skip Riley | Apr 1, 2024

Key Benefits of Working With a Financial Professional

Whether you wonder about your investments’ rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle
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Skip Riley | Apr 1, 2024

Passing the Torch: A Business Succession Planning Checklist

Business succession planning is a critical process that focuses on the smooth transition of a company's leadership and ownership from one generation to the next
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Skip Riley | Apr 30, 2024

Tips for Navigating Inflation as a Small Business Owner

Small Business
Small business owners face many challenges, which may become even more significant during inflation. As inflation hit new highs in recent years, small business
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Skip Riley | Apr 30, 2024

High Earner to Business Owner: Why Owning a Small Business Could Be Your Next Best Move

Small Business
For workers in the U.S., a six-figure income is enough to land you in the top 10 percent of wage earners.1 Looking even higher, the top 5 percent earns an
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Skip Riley | Apr 30, 2024

The Role of Insurance in Your Financial Plan

Insurance
Financial Planning
A critical part of financial planning that is often overlooked is insurance. Having various insurance policies will provide different benefits to your financial
Read More
Skip Riley | Apr 30, 2024

Estate Planning & Business Transition Checklist

Estate Planning
The end of the year serves as a natural checkpoint for many financial and personal processes, and with the arrival of the final months of the year, proactive
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Skip Riley | Apr 30, 2024

A Small-Business Owner’s Guide To Investing in Stocks

Small Business Owner
If you own a business and want to diversify your assets by investing in stocks, today’s online brokerages make trading fairly easy. However, stock investing is
Read More
Skip Riley | May 22, 2024

May Client Letter

Dear Valued Investor,

After a strong first quarter for stocks, some April showers rained down as the S&P 500 fell about 4% last month. Hopefully those showers

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Skip Riley | May 27, 2024

LTC Planning for High-Net-Worth Families

LTC Planning
High-Net-Worth
Long-term care (LTC) planning is a significant financial decision that requires thoughtful consideration and precise planning. This undertaking can be more
Read More
Skip Riley | May 27, 2024

Annuities: The Missing Piece in Your Retirement Puzzle

Retirement Planning
When it comes to planning for retirement, you may feel as though you've already explored all your options. From traditional and Roth IRAs to 401(k) plans
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Skip Riley | May 27, 2024

Why Insurance is a Must-Have Element of Estate Planning

Estate Planning
You probably already know that insurance is something you should have in case of unforeseen events. When it comes to estate planning, insurance helps manage the
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Skip Riley | May 27, 2024

Rich vs. Wealthy - Is There Really a Difference?

Financial Planning
The terms "rich" and "wealthy" are often used interchangeably. But are they really the same? As the saying goes, "Money talks, but wealth whispers." Here are
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