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Admin
- Jan 29, 2020
- 2 min
Rebalancing Your Portfolio
Balancing. When deciding how to allocate investments, many begin by considering their time horizon, risk tolerance, and specific goals. Next
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Admin
- Jan 28, 2020
- 3 min
Systematic Withdrawal Strategies
Some retirees wish they could simplify money management. Estimating investment income, annual retirement plan distributions, and quarterly t
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Admin
- Jan 20, 2020
- 3 min
You Could Retire, But Should You?
Some people retire at first opportunity, only to wish they had waited longer. Your financial strategy likely considers normal financial ups
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Admin
- Jan 13, 2020
- 3 min
Can You Put Your IRA into a Trust?
Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you
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Admin
- Jan 6, 2020
- 3 min
The SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement
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Admin
- Dec 23, 2019
- 3 min
The FIRE Movement
Do you think you might be FIRE material? Do you have dreams or life goals that you want to realize within 10 or 20 years, including retiring
50
Admin
- Dec 18, 2019
- 5 min
Annual Financial To-Do List
What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, sa
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Admin
- Dec 16, 2019
- 3 min
Roth IRA Conversions
Why go Roth? There is a belief behind every Roth IRA conversion that future income tax rates will be higher. If you are one of the believers
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Admin
- Dec 12, 2019
- 3 min
Overlooked Tax Deductions for Small-Business Owners
Being a small-business owner isn't easy. After all, balancing payroll, managing employees, drawing up marketing plans, and handling the book
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