Which Investments Go Through Probate?
How do you know if your investments go through probate? When a person dies, what is left behind is an estate. Contrary…
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Do You Need IRS Tax Form 5500-EZ?
IRS tax Form 5500-EZ is usually required for one-participant plans like Individual 401k plans. This type of plan is often called a…
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Coverdell Education Savings Account (ESA)
Is a Coverdell Education Savings Account right for you? With so many college savings options, it’s hard to know which accounts to…
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SECURE Act 2.0
With just days remaining in 2022, SECURE Act 2.0 is here. If there’s any constant in retirement planning, it’s change. As soon…
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529 College Savings Plan
Putting together a college savings plan can be daunting. The rapidly rising cost of higher education can be intimidating, but don’t let…
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How To Reduce Taxes In Retirement
We hear a lot about the need for diversification when talking about our investments. You know the expression “don’t put all your…
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Is inflation bad for investments?
Inflation is the increase in prices for goods and services during a period. It is measured by the Bureau of Labor Statistics…
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Bitcoin – Is it time to buy?
Bitcoin and cryptocurrencies are receiving significant attention lately. The collapse of FTX and arrest of former CEO, Sam Bankman-Fried, has raised concerns…
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American Rescue Plan Act of 2021 – Covid Relief Bill
The American Rescue Plan Act of 2021 (Covid Relief Bill) is now the law of the land. President Biden signed the bill…
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HSA Plan – What You Need To Know
An HSA plan, short for Health Savings Account, should not be ignored. These were created in 2003 to provide special tax treatment…
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Estate Planning – It’s Not Just For The Rich
Estate planning is much more than setting up a trust. The broadest description of estate planning is the process of preparing to…
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Coronavirus Stimulus Plan – The CARES Act
The coronavirus stimulus plan known as the “CARES Act” is here and it’s huge. It passed in the Senate 96-0, was approved…
