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What Issues Should I Consider As a Business Owner or 1099 Worker?

Running your own business (including 1099 work) introduces different elements that aren’t always easy to factor into your personal financial

What Issues Should I Consider If I Lose My Job?

What Issues Should I Consider If I Lose My Job? Severance options, Employer benefits, health Insurance, retirement accounts

What Issues Should I Consider Before I Retire?

This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.

"Should I contribute to my Roth 401(k)?"

Should I contribute to my Roth 401(k)? Many clients may have the opportunity to contribute to a designated Roth account in their 401(k) but

Master List of Goals

Master List of Financial Planning Goals. Goal setting is fundamental to sound financial planning. Whether we are meeting with new or long-te

Should I take my pension as a lump sum?

Should I take my pension as a lump sum? Although increasingly rare, employer pensions can make up a considerable portion of our clients’ exp

When should I claim Social Security?

Social Security should NOT be a conversation in its own silo. There are many factors that need to be considered.

As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?

Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities

Should I Roll Over My Dormant Traditional 401k

Common IRA and 401(k) features and differences Net Unrealized Appreciation options Age-based distribution options Taxes and penalties in...

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