Women and Wealth: Taking Charge of Your Finances
When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and
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How Does Dollar-Cost Averaging Work?
When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment,
Choosing the Right Life Insurance Policy
How to compare plans based on your specific needs The basic premise behind life insurance is simple: You pay premiums to an insurance company, which
Preparing for the 2021 Tax Season
How a financial advisor can help you manage your taxes this year Reducing your tax burden can help you manage your wealth and free up
4 Smart Money Moves for 2021
With the new year in full swing, it’s a great time to take stock of your personal finances. From building a budget and saving for
Tax Tips for Charitable Donations
Charitable giving is a great way to support the causes you care about while also getting a tax break. In 2020, Congress passed the Coronavirus
Creating a Successful Business Succession Plan
An exit strategy helps business owners ensure the long-term success of their company A good succession plan creates a blueprint for ownership transfer as you
Understanding Your Retirement Income Plan
Manage cash flow in retirement with multiple income streams When you retire, you get to bid farewell to the working world. That’s the good news.
How to Make a Wealth-Transfer Plan
A well-designed plan protects your wishes and helps avoid conflict among your heirs. A wealth transfer plan guides the movement of your assets from your
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Investment advice is offered through Holos Integrated Wealth, LLC, a SEC-registered investment adviser. Insurance and annuity products are offered separately through Delta Consulting Partners, LLC. Please note that Holos Integrated Wealth and its representatives do not give legal advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. Ther specific tax consequences of any investment or strategy will depend on your specific tax situation. This information is not intended to be used as the only basis for investment decisions, nor should it be construed as advice designed to meet your particular needs.
