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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On May 28, 2021, Mr. Jason Zweig published an article entitled "The Safe, High Return Trade Hiding in Plain Sight". I will openly say I admire Mr. Zweig. He
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Unforeseen liabilities are kryptonite to most financial plans. Parting with assets earmarked for one's retired years can have dramatic financial and
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Are you considering hiring a financial planner, but don't know what qualities to look for? Wondering what questions to ask?
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With Emergency Fund sizes ranging from 3 to 18 months of living expenses, it can take a bit (okay, a lot) of time to build-up this fortress. Nevertheless
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