Starting a Roth IRA for a Child or Grandchild

September 7, 2018 · · Articles, Cash Management, Children, Investing, Retirement · 0 Comments

This early financial decision could prove profoundly positive over time.   Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You could help your child or grandchild save for future goals by assisting them to create and fund a Roth.

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Your 2018 Financial To-Do List

December 13, 2017 · · Articles, Cash Management, Economy, Estates & Trusts, Financial Planning, Investing, Tax Planning · 0 Comments

  Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You.

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Could You Improve Your Personal Finances Today?

January 2, 2017 · · Articles, Cash Management, Estates & Trusts, Financial Planning, Investing, Retirement · 0 Comments

Simple decisions & new habits might lead you toward a better financial future.   In life, there are times when simple decisions can have a profound impact. The same holds true when it comes to personal finance. Here are some simple choices you could make that may leave you better off financially – in the.

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2016 Wrap Up for the Holidays

December 20, 2016 · · Articles, Economy, Investing · 0 Comments

  The year in brief. Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald Trump, and it now appears probable that the Federal Reserve will raise interest rates in.

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Getting Educated on College Savings

May 24, 2016 · · Financial Planning, Investing, Videos · 0 Comments

Is it time for you to consider how to pay for your children’s college tuition? This video may be of some help:  

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Consider an IRA Charitable Rollover

April 19, 2016 · · Articles, Generosity, Investing, Retirement, Tax Planning · 0 Comments

If you want a tax break and want to help a non-profit, this may be a good move.   Have you ever wanted to make a major charitable gift? Would you like a significant federal tax break in acknowledgment of that gift? If so, an IRA charitable rollover may be a good financial step to.

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Reducing the Risk of Outliving Your Money

March 11, 2016 · · Articles, Cash Management, Investing, Retirement, Risk Management · 0 Comments

  What steps might help you sustain and grow your retirement savings?   “What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely be one of the top answers.  Retirees and pre-retirees alike share this anxiety. In a 2014 Wells Fargo/Gallup survey of more than 1,000 investors, 46%.

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Holiday Wrap-Up – 2015

December 21, 2015 · · Articles, Economy, Investing · 0 Comments

A look back at 2015 thus far The year in brief. While the S&P 500 surprised to the upside in 2014 versus the projections of many analysts, it has performed below expectations so far in 2015. As this year began, not many Wall Street pros thought the index would tread water. The consensus forecast among.

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Your Year-End Financial Checklist

November 19, 2015 · · Articles, Cash Management, Financial Planning, Investing, Risk Management, Tax Planning · 0 Comments

Seven aspects of your financial life to review as the year draws to a close. The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this year.

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Investing in Agreement With Your Beliefs

June 8, 2015 · · Articles, Financial Planning, Investing · 0 Comments

The case for aligning your portfolio with your outlook & worldview.   Do your investment choices reflect your outlook? Are they in agreement with your values? These questions may seem rather deep when it comes to deciding what to buy or sell, but some great investors have built fortunes by investing according to the ethical,.

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