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6 Tips on Negotiation, Salary & Benefits With Your New Employer
When you go through the interview process and receive a job offer, you may be content to accept it even though it may be far much lower than your worth. If you [...]
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7 Action Items for a Successful Job Change
Can life get anymore busy and hectic, particularly as the world deals with the ongoing COVID-19 pandemic and its massive disruption to even the simplest of daily [...]
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Tokyo 2020: What’s the Cost of a Gold Medal?
The 2020 Tokyo Olympics wrapped up with closing ceremonies on August 8, and it’s certainly been an Olympic games like no other for good and bad reasons. Team USA [...]
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What is a 403(b)? Everything You Need to Know
A Definitive Look One of the main areas of advisement to clients is helping them figure retirement, 403(b), or what we call ‘Financial Independence.’ [...]
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The New Child Tax Credit Explained
In today’s world, investors and saviers don’t have luxury of missing out on any opportunity they have to minimize taxes and enjoy the benefits of our [...]
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Retirement Confidence: How Do You Compare?
2021 Retirement Confidence Survey Will your retirement dreams match your reality? This is an important question to answer for many of our clients. Given the vast [...]
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Thoughts on Inflation & the Markets
One of the hottest topics today is the idea of inflation, and of course how that might affect the markets. Make no mistake, we have been concerned about inflation [...]
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IRA Hack: Rule 72(t) Might Help You Avoid the Early Withdrawal Penalty
Among the strengths of an Individual Retirement Account (IRA) are the incentives to save for retirement–but also the disincentives (penalties) that [...]
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Everything You Ever Wanted to Know About 457 Plans
Through the years working with you, our clients, we have had the privilege to assist many investors with crafting a sound investment strategy with their [...]
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College Funding Choices You Need to Know
How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to [...]
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