Insights

Knowledge is power.

Here are some helpful articles and resources to keep you on track to meet your financial goals.

Financial Planning Riley Shasteen Financial Planning Riley Shasteen

The Search for a Top Financial Advisor

We all want our financial journey to be clear, straightforward, and dependable. We want our growth to follow a steady upward trajectory with no surprises, anchored in wisdom and unshakeable strategy. But as we all know too well, especially in light of our pandemic world, life is rarely uncomplicated.

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Tax Planning, Lifestyle Riley Shasteen Tax Planning, Lifestyle Riley Shasteen

9 States Without Income Tax

Did the lockdown of the pandemic leave you with the itch to travel? Or perhaps it made you leave your home state altogether? The pandemic of last year came with many unforeseen circumstances. One of those was the need to work remotely. After being stuck in one place for so long, a change of scene can seem lucrative to anyone, especially to a location with no income tax.

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Retirement Planning Riley Shasteen Retirement Planning Riley Shasteen

The Growing Threat of Inflation

Inflation is the loss of buying power a currency (in our case the U.S dollar) has over time due to the rising cost of goods and services. In other words, “it is the decline of purchasing power of a given currency over time.” The U.S rate of inflation is calculated by the US Bureau of Labor Statistics and tracks the price increase of a collection of goods and services.

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Financial Planning Riley Shasteen Financial Planning Riley Shasteen

Foundation Basics

Charities are a large and diverse group of nonprofit institutions that play a key role in American society and help to form and strengthen communities. With the help of millions of volunteers and the generosity of countless donors, they provide many services and perform many functions that in some countries are largely performed by government.

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Financial Planning Riley Shasteen Financial Planning Riley Shasteen

Endowment

An endowment is a donation of money or property to a nonprofit organization, which uses the resulting investment income for a specific purpose. An endowment can also refer to the total of a nonprofit institution's investable assets, also known as its principal or corpus, which is meant to be used for operations or programs that are consistent with the wishes of the donor(s).

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Financial Planning Riley Shasteen Financial Planning Riley Shasteen

How a Financial Plan Can Help You

It seems there are generally two camps when it comes to finances: those who swear by their financial plans and those who do not have one. The planners tend to have every step mapped out for the next twenty to forty years with specific savings and investing goals. The ones who do not have a plan have a vague idea that things will work out for them if they put a little bit towards retirement each month. They may have debt and no solid plan to purchase a house.

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Tax Planning Riley Shasteen Tax Planning Riley Shasteen

Tax Planning

Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible.

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