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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Financial Considerations When Buying a Car

August 31, 2018 · · Articles, Cash Management · 0 Comments

Things to think about before heading to a dealership.     Time to buy a car? Short of buying a house, this is one on the most important purchases you will make. It’s also one that you might be making several times through your life, comprising of thousands – sometimes tens of thousands – of.

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Ways to Repair Your Credit Score

July 14, 2018 · · Articles, Credit · 0 Comments

  Steps to get your credit rating back toward 720.   We all know the value of a good credit score. We all try to maintain one. Sometimes, though, life throws us a financial curve and that score declines. What steps can we take to repair it? Reduce your credit utilization ratio (CUR). CUR is.

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Weekly Economic Newsletter – June 25, 2018

June 25, 2018 · · Uncategorized · 0 Comments

  WEEKLY QUOTE “Silent gratitude isn’t very much use to anyone.” – Gertrude Stein            WEEKLY TIP Business owners can risk neglecting their retirement planning as they get caught up in the daily activity of their companies. Be sure to look into a SEP IRA, SIMPLE IRA, Solo 401(k), or other retirement plans if you are.

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Weekly Economic Newsletter – June 18, 2018

June 18, 2018 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “Where there is friendship, there is our natural soil.” – Voltaire            WEEKLY TIP When a lender permits a borrower to defer a college loan, the borrower may still have to pay interest on the remaining loan balance. The lender, not the borrower, will decide when the loan payments need to restart..

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Weekly Economic Newsletter – June 11, 2018

June 11, 2018 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “Reflect on your present blessings, of which every man has many; not on your past misfortunes, of which all men have some.” – Charles Dickens            WEEKLY TIP If you get an email asking for your personal or financial information from what appears to be the Internal Revenue Service, it is probably.

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Weekly Economic Newsletter – June 5, 2018

June 5, 2018 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “The mystery of life isn’t a problem to solve, but a reality to experience.” – Frank Herbert            WEEKLY TIP All business owners should work on a formal succession plan long before the endgame for their company begins. A solid succession plan addresses tax, legal, and financial issues central to business ownership.

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Weekly Economic Newsletter – May 28, 2018

May 29, 2018 · · Economic, Newsletters · 0 Comments

  WEEKLY QUOTE “Imagination and fiction make up more than three quarters of our real life. – Simone Weil            WEEKLY TIP If your child is going to a faraway college this fall, this is the time to investigate housing options. Keep in mind that while off-campus rents may be cheaper than the rent for a.

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Weekly Economic Newsletter – May 21, 2018

May 24, 2018 · · Economic, Newsletters · 0 Comments

  WEEKLY QUOTE “The heart has its reasons which reason knows nothing of.” – Blaise Pascal            WEEKLY TIP Yes, you could file for Social Security at 62, as soon as you are eligible. It might pay to wait, however. The size of your monthly payment will grow by about 8% for every year you hold.

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Weekly Economic Newsletter – May 15, 2018

May 15, 2018 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “The secret of happiness is not in what one likes to do, but in what one has to do.” – J.M. Barrie            WEEKLY TIP If you receive a big bonus, a windfall, or a sizable inheritance, you may feel like taking some time out of the workforce. If so, keep in.

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