There are common money mistakes we often flag once we onboard new clients. Some are general, while others are specific to our main clientele--those in or
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The Survivor Benefit Plan allows a retiree to ensure, after death, a continuous lifetime annuity for their dependents. Is it right for you?
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In times of market volatility, investors frequently read articles pontificating to “stay the course”, “have a long-term view”, and “don’t look at your statement
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For military retirees, who are among the last select group of Americans with a defined benefit pension, managing Social Security is an ever-important task. Here
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If you've claimed social security, but later decided that it wasn't the right timing, you decided to work in retirement or if you have large tax-deferred
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For the well-financed company, there is an alternative borrowing technique to consider. A business owner can deposit cash at a brokerage firm, purchase short
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529 plans are a premier way to fund education expenses. Learn the nuances of this education savings vehicle and consider if it is the right avenue for you.
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Much is written about the lottery, particularly when the jackpot reaches a record - typically near the $1 Billion mark. Sadly, many people continually play the
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Some thoughts from our founder on the recent market fluctuations, historical trends and interest rates. What to do in the face of market corrections? Build a
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Owners of their own businesses have a bevy of options available to them for their own retirement savings--indeed, typically more than a W-2 employee. From SEP
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When it comes to my own finances, I utilize a similar framework to one that I recommend to most of my clients: have a solid foundation (emergency fund, reduce
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There are many scenarios to consider when deciding when you should convert your IRA. The most important factor to consider is your current tax bracket. If you
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