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Friday, January 26, 2024

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Wednesday, June 28, 2023

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.

Wednesday, August 26, 2020

Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes it a great time to discuss what’s involved when a company announces a stock split. Remember, any companies...

Tuesday, June 23, 2020

Social Security can be complicated and, as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind: 1. Social Security...

Friday, May 22, 2020

If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can...

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Tuesday, April 14, 2020

How are you holding up? If you’re like many of us, you’re probably feeling some level of anxiety regarding the COVID-19 outbreak. And that’s okay. We’re living in a time when feeling helpless is understandable....

Friday, March 6, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive...

Wednesday, March 4, 2020

Who among us wants to pay the IRS more taxes than we have to?1 While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six...

Tuesday, January 14, 2020

Are you undercutting your efforts to build wealth? Good money habits can help you save and invest for the future. Bad habits can leave you treading water financially. Let's review three bad money habits to avoid. 1. Not saving enough:...

Tuesday, July 2, 2019

Ancient Chinese merchants are said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates, the rest stood a...