Financial Planning
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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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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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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8 Reasons To Put Your House In A Trust
Responsible homeownership has many layers. In addition to the freedom of paint colors and installed shelving, there is also a new stack of legal and maintenance [...]
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Understanding Employee Stock Purchase Plans
When an employer wants to get the team invested in building up the company, the best answer is often to share the company stocks. Employees who own company stocks [...]
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Another Round of Retirement Savings Reforms this Year?
A new round of retirement reform is moving through the House and Senate and, so far, President Biden could very well enact these sweeping changes this year. The [...]
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From Employer to Entrepreneur: What Happens to Your 401K?
Deciding to take on a new phase of your career is always a serious decision. For some, this means training for a new specialty or taking a job with a new employer. [...]
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It’s time to move your Financial Planning to the FRONT burner
When the markets are all moving up, and some exploding higher, the average investor can tend to put financial planning on the back burner. It’s human nature; [...]
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