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Mixed Signals on Inflation September 29, 2021

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5 Ways a Roth IRA Can Help Minimize Your Taxes in Retirement August 4, 2021

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Spotting Credit Trouble July 23, 2021

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How Much are you Contributing to Your Retirement? May 28, 2021

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Getting a Head Start on College Savings May 3, 2021

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Rebalancing Your Portfolio April 12, 2021

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Pay Yourself First March 4, 2021

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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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Market Volatility: 3 Steps to Keeping Calm

stocks

It is well known that the stock market goes up, and the stock market goes down, but investors are supposed to keep their wits about them and focus on their long-term goals and hold steady.  But it can be hard to sit idly by and watch volatility in the markets—and in your portfolio—without thinking this […]

Beyond Resolutions: Keeping your Financial Paperwork in Order

Beyond Resolutions Keeping your Financial Paperwork in Order New Year’s resolutions can be great motivators, but any time of year is good to get your financial paperwork in order. Managing your important documents—whether electronic or on old-fashioned paper—can make your financial life easier.  If this is the year you said you’d finally get organized, or […]

Four Reasons Millennials Need an Estate Strategy

Estate planning may not be at the top of a young person’s “to do” list. Still, it makes sense to be prepared — at any age. I thought you might like to know more. Four Reasons Millennials Need an Estate Strategy You’re young, have little in savings and likely have no one yet relying on you financially. So […]

Bond Strategies for a Period of Rising Rates

MARKET VIEW Bond Strategies for a Period of Rising Rates May 7, 2018 Not all bonds have reacted the same during previous periods of rising rates. In Brief: The 25-year “bull market for bonds” generally has been a period of declining rates, but there have been eight periods when rates rose sharply. The performance of […]

Understanding the new small business tax deduction

One of the central pieces of the Tax Cuts and Jobs Act is corporate tax reform. Corporate tax rates were cut to a flat rate of 21% from 35% Tax rates lowered Still, most U.S. companies are not large corporations, but rather small businesses. The Small Business Administration defines a small business as one that […]

 

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