The Power of Catch-Up Contributions: Accelerating Retirement Savings After 50
Why consider catch-up contributions? Ask 100 financial advisors how much money you need to retire, and you’ll get 100 different answers. There are so many variables between people; lifestyle, health, location. And there are so...
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What is a Letter of Instruction?
What is a Letter of Instruction? If you have an estate plan, congratulations! While most of us understand the importance of having an estate plan, only 33% of Americans have one. And while an estate...
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Dividend Investing: A Deep Dive
Dividend Investing: A Deep Dive Income investing is an essential part of retirement planning. While there are several ways to do it, dividend investing is perhaps the least talked about. Let’s change that and take...
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Roth Conversions: What to Consider
Roth Conversions: What to Consider A Traditional IRA is an important part of retirement planning. Tax planning is an important component as well. That’s where a Roth conversion can come into play. Traditional IRA A...
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How Should Millennials Prepare for a Generational Wealth Transfer?
How Should Millennials Prepare for a Generational Wealth Transfer? Soon the Millennials will be able to afford all of the avocado toast they want. Baby Boomers are set to pass more than $68 trillion to...
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Should I Maximize My Cash Savings?
Should I Maximize My Cash Savings? With rising inflation, 6.5% at the time of writing, and interest rates, people are wondering if they should make a move with their emergency funds or savings accounts that...
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Roth 401(k) Versus Traditional 401(k)
Roth 401(k) Versus Traditional 401(k) More and more employers are offering a choice between a Roth 401(k) and a Traditional 401(k). What is the best choice? We’ll explore the differences between the two retirement accounts....
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The Secure Act 2.0 and Its Impact on Your Retirement
The Secure Act 2.0 and Its Impact on Your Retirement With the clock ticking fast on 2022, President Biden signed the omnibus spending bill into law on December 29, 2022. Part of that bill includes...
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Stuck in the Middle: The Sandwich Generation
Stuck in the Middle: The Sandwich Generation Parenting children of all ages has its challenges, but research shows that children aged 12 to 14 are the most difficult. Unfortunately for some parents, this difficult age...
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