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Preparing For Tax Season February 4, 2021

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How Retirement Spending Changes with Time January 7, 2021

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Year-End Charitable Giving and You December 2, 2020

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The Secret to Moving the Needle on Your Credit November 17, 2020

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Lesser Known Provisions of the Secure Act November 3, 2020

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Caring for Aging Parents October 20, 2020

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Your Emergency Fund: How Much Is Enough? September 10, 2020

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Four Really Good Reasons to Invest August 6, 2020

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Cheat Sheet to Sending your Child to College July 15, 2020

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Market Timing and Your Investment June 5, 2020

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Lesser Known Provisions of the Secure Act

Man and woman sitting at table outside of coffee shop with coffee cups in hand

The SECURE Act was passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying the ability to stretch an Individual Retirement Account (IRA) and changing the age when IRA holders must start taking requirement minimum distributions to 72-years-old.1,2 While those provisions grabbed the headlines, several other smaller parts […]

Four Really Good Reasons to Invest

Forty-six percent of Americans do not own any stocks or stock-related investments, such as mutual funds, according to a recent Gallup poll.¹ Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough. Why Invest? Make Money on Your […]

Teenagers Saving Early

teens

Teenagers Saving Early The saying, “it’s never too early to begin saving for retirement,” holds true at any age, even for kids in high school. In fact, if you have teens, the start of the summer job season is a great time to talk to them about starting an IRA. Due to their age, teens […]

Talking Finances with your Adult Children

3 young men

Talking Finances with your Adult Children Many of my clients have asked for helpful tips they can share with their adult children on managing finances, estate planning, and particularly, what they need to know as beneficiaries. I know these conversations can be difficult to initiate, both for parents and children, and want to provide you […]