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SECURE Act Becomes Law: How it Affects Your Retirement Planning

Almost a year ago, we wrote a blog post referencing the SECURE Act, which stands for “Setting Every Community Up for Retirement Enhancement.” At that time, the Act had just passed the House Ways and Means Committee. Whether it would become law, a… Read More
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Categories: Finances

Five Important Age Milestones Leading Up to Retirement

You have probably been saving for retirement (or at least thinking about it) for decades. All the while, retirement has seemed like some mythical city in the clouds that you would never actually reach. Then all of a sudden, your anticipated retiremen… Read More
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Categories: Finances

Ten Financial New Year’s Resolutions for 2020

Happy New Year! Not only is it a new year, but a new decade. While these milestones are somewhat arbitrary, it’s worth pausing at the threshold of a new year or decade to contemplate how much has changed in the past, and what new beginnings you’d… Read More
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Categories: Finances

Seven Year-End Tax Planning Tips for 2019

There are only a handful of days left in 2019, and while you may want to spend them making merry, you should devote at least a little time to brightening your tax picture for next year. When April rolls around (as it will, and sooner than you think),… Read More
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Categories: Finances, Tax Planning

Five Ways Small Business Owners Can Lower Taxes

Most people who become small business owners do so because they have a great idea, service, or product that they want to share. If you are a small business owner, you probably know a lot about the subject matter of your business, whether that’s… Read More
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Should You Sell Your Life Insurance Policy?

You may have seen the ads on TV: an older couple happily discussing how they sold the life insurance policy they no longer needed for cash to help fund their retirement adventures. And you could sell yours, too, with the dual benefits of no longer ha… Read More
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Categories: Finances

Three Back to College Tips (for Parents and Grandparents)

Few things make the heart swell with pride like the sight of a child or grandchild walking across the stage to receive their college diploma. Babies are dressed in onesies bearing the logo of their parents’ alma mater, and little kids are taught to… Read More
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Categories: Finances

The Top Four Money Mistakes College Students Make (and How to Avoid Them)

College is a time of learning and exploration—and traditionally, living on very little money. That makes it all the more important for college students to preserve the resources they do have. Unfortunately, it can be easy for college students to ge… Read More
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Categories: Finances

Five Really Major Dangers of Required Minimum Distributions

If you have an Individual Retirement Account (IRA), you are probably familiar with the term Required Minimum Distribution (RMD). Most people know they have to take RMDs starting at a given age, but they may be a little fuzzy on the details—and that… Read More
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Categories: Finances, Tax Planning

Should You Convert Your IRA to a Roth?

Prior to 2010, only taxpayers with an adjusted gross income (AGI) of less than $100,000 had the ability to convert their non-deductible or deductible Individual Retirement Accounts (IRAs) to a Roth IRA. In 2010, however, Congress extended that option… Read More
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Categories: Finances

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