The Best Financial Plan is the One You Can Follow: A Study on Risk Tolerance
Let’s talk about something that doesn’t get the recognition it deserves—risk tolerance. This is a crucial part of developing a financial plan that works for you and helps you achieve your longer term goals. The […]
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How to Make Last-Minute IRA Contributions
If you hurry, you can still lower your 2022 tax bill. Yes, it’s true. While most tax-saving actions must be completed by year-end to count for that year’s return, taxpayers can continue making contributions to […]
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5 Things That Matter More Than Money for a Happy Retirement
Retirement is a stage of life that most of us eagerly anticipate. After all, those well prepared for retirement have given their time, energy, and emotions to a long and successful career. And now, FINALLY, […]
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How to Claim Domicile to Save on Taxes in Retirement
Relocating in retirement is relatively common, especially to a state with nicer weather, lower property taxes, and low (or no) income taxes. But establishing domicile for tax-saving purposes during retirement can be a complex and […]
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Four Reasons to Delay Social Security Benefits
At a certain point in our adult working lives, we set a countdown to retirement. And the clock is ticking for those nearing 62—the age at which you can start collecting Social Security benefits. By […]
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How Secure is Social Security?
Long touted as a program that would ensure the “American Dream,” the Social Security system – one of the critical achievements of President Franklin D. Roosevelt – was created in 1935 to promote economic security. […]
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Beyond the 401k: The “Where to Invest Next” Order of Operations
The goal of retirement is to live out your golden years in comfort, correct? Then it’s critical to make the most of your retirement savings strategy. And for many, contributing to an employer-sponsored 401k plan […]
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6 Often Overlooked Retirement Concerns
Retirement planning is a multi-step process that evolves over time. To have a comfortable, secure, fun and fulfilling retirement, you have to build a nest egg robust enough to fund your retirement lifestyle. Pulling this […]
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New Retirement Contributions for 2023
Well, here we are, nearing the end of another year. Now is the time where people commonly wrap up their to-do list before December 31st hits and anticipate what might change for the year ahead. […]
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Step-Up in Basis Definition and What it Means to You
Estate planning looks different for every client. For those with young children, it might mean designating a guardian and preparing for their financial future. For others, it will mean choosing someone to handle the administration […]
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