As Volatility Increases, So Does Retirement Worry
Tips to combat banking failures, inflation, rate hikes and market corrections Getting ready for retirement involves more than just calculating how much you will need and the rate you can…
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Matter of Tax
Understanding Capital Gains, New IRS Mileage Rates & What the IRS Will Never Do YOUR FINANCIAL ADVISORAlthough Congress continues to pass large economic bills (the CARES Act and the Inflation…
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How the Change in Retirement Laws Will Affect You
SECURE Act 2.0 enjoys widespread bipartisan support and builds on SECURE Act 1.0 by strengthening the financial safety net and encouraging Americans to save for retirement. Help clients understand what…
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Confidence From Home Builders Drops
While Housing Starts reflect real commitments from home builders, there is another index that asks builders to rate housing conditions and the general economy. Compiled by the National Association of…
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Americans Lose Trillions Claiming Social Security at the Wrong Time
A lack of knowledge leaves individual retirees dumping thousands of dollars out of their own pockets. The graph below says it all. The age at which most people claim Social…
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College Planning: 10 Key Angles on Expected Family Contributions You Should Know
One of the biggest questions that parents with college-bound children puzzle over, is whether their child has a chance for financial aid. This is more confusing than you might think,…
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EQUIFAX Breach Settlement: How To Claim Your Share
Two years after Equifax’s massive data breach affecting over 140 million people, the credit bureau and the Federal Trade Commission have agreed to a $700 million settlement. The money will…
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It’s College Essay Season: Let’s Craft an Essay That Will Grab and Delight Admission Officers
Summer is the perfect time for rising high school seniors to be writing their college essays, well before the hectic onset of their final year in high school.. When school…
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If You Use IRA Funds for College Expenses, Be Sure You Can Document It for the Tax Court
Distributions taken before an IRA owner reaches age 59½ are subject to a 10% early distribution penalty, unless an exception applies. For those who claim exceptions, it’s vital to maintain…
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