Integrated Financial Planning: Tax & Investments Working Together
Integrated Financial Planning: Tax & Investments Working Together I talk to people all the time who feel like they have things handled….
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Staying Motivated With Your Financial Plan
Let’s face it: staying motivated is tough, especially when there’s no light at the end of the tunnel. This struggle is real…
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Roth IRA Conversion – The Pro Rata Rule Is Lurking
A Roth IRA conversion and Roth IRAs in general can be powerful tools in a retirement saver’s toolkit. The potential to accumulate…
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What is Diversification?
Diversification is an important principle that prudent investors and advisors adhere to. It is best explained by the expression “don’t keep all…
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Required Minimum Distributions – The IRS Loves It When You Turn 73
The IRS loves it when you turn 73, but you won’t get a gift or even a card. The Internal Revenue Service…
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Starting a Business – What You Need To Know
Starting a business is not for the faint of heart. When I joined the ranks of the self-employed, my good friend and…
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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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Mutual Fund Share Classes – How They Work
Mutual fund share classes can often be confusing for investors looking to save for retirement. Understanding how they work is key to…
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401k Trustees – It’s Time To Review Your Plan
It isn’t lost on small business 401k trustees that these plans are not for the faint of heart. Endless changes in regulations…
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Compound Interest: Make It Work For You
Don’t under estimate the power of compound interest. It can work for you or against you. According to Investopedia the definition of…
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Home Equity At Record Highs – Should You Cash In?
In the early 2000s, property values were rising at a rapid rate and bringing with it newfound home equity. As property values rose and…
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10 Ways To Improve Your Financial Wellness
If you’re looking to improve your financial wellness, it can feel like a tall order. Taking on any challenge is daunting and…
