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In the News

Brittany Slater | May 27, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Brittany Slater | Apr 27, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Brittany Slater | Mar 27, 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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Brittany Slater | Mar 2, 2023

What we can learn from Michael Jordan's record setting donation

Michael Jordan just made a large donation to a charity he loves - see our thoughts on this below...
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Brittany Slater-Gautreau | Feb 27, 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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Brittany Slater | Feb 8, 2023

Announcing Memory Royalties!

Our Founder, Todd Rustman, just finished his first book all about the missing link in your wealth management.
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Brittany Slater-Gautreau | Feb 8, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Brittany Slater-Gautreau | Feb 6, 2023

5 Ways to Make Your Budget Go Further

I don’t know about you, but for me every paycheck is like a mini Christmas that ends nearly immediately when reality sets in. Bills, rent and saving for
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Brittany Slater-Gautreau | Jan 27, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Brittany Slater-Gautreau | Jan 5, 2023

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Brittany Slater-Gautreau | Jan 5, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Brittany Slater-Gautreau | Dec 27, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Investment advisory services offered through Clarity Capital Partners LLC, a registered investment advisor. Securities offered through American Trust Investment Services, Inc. Member of FINRA/SIPC.  Clarity Capital Partners LLC is not affiliated with American Trust Investment Services, Inc.

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