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Monday, November 21, 2022

Cyber Monday is one of the most popular shopping days, competing each year with Black Friday when it comes to scoring holiday deals. While online shopping continues to grow in popularity, it also opens the door even wider for those...

Friday, November 18, 2022

For many families, having a family member act as the caregiver for an aging loved one seems like the perfect option. While it is usually most comfortable for the loved one to be cared for by a family member, it may become difficult for...

Monday, November 14, 2022

If you're considering giving back to society or a cause as part of your financial planning, there are many ways you can do so. You can make an impact while receiving tax benefits by including philanthropic giving as part of a holistic...

Monday, November 14, 2022

Many of us grew up in a world where it was customary to be friendly, courteous, and trusting. Unfortunately, assumptions concerning these standards of conduct can sometimes get us into trouble. Con artists offering a variety of...

Monday, November 14, 2022

As we approach the cold weather, here's one of Wendi's favorite recipes she makes every fall and winter.  This recipe was inspired by her educational stay in Ghana, West Africa.Ingredients:3-4 lbs. of chicken pieces...

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Monday, November 7, 2022

The average U.S. income tax rate stands at just over 13%—and if you're like many taxpayers, you're always looking for new tips and tricks to help reduce this percentage.1There are a number of different tax planning moves you can...

Wednesday, November 2, 2022

Dear Valued Clients,October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The downside pressure...

Tuesday, November 1, 2022

A solid estate plan should not only provide for your assets after you pass, but also plan for your long-term care while you're alive. With the median cost of a long-term care facility approaching $8,000 per month, paying for long-term...

Friday, August 12, 2022

Becoming financially fit requires maintaining foundational elements, including a budget, emergency fund, strong credit score, and retirement savings.There’s a subjective uncertainty associated with financial wellness. Are you...

Thursday, August 11, 2022

The Roth 401(k) has become an attractive investment account, with investors attracted to their qualified tax-free withdrawals and contributions which receive after-tax treatment. But like other 401(k) plans, the Roth 401(k) carries...

Wednesday, August 10, 2022

Unless you have accumulated substantial wealth where money is not a concern, you face a critical task when you reach retirement to make sure that your assets will support you through your lifetime. When you retire and no longer earn an...

Monday, August 8, 2022

Retirement is inevitable, but knowing exactly when to do so is often unclear. No matter when you actually begin your retirement, you’ll benefit from planning your post-work life as early as possible.According to Gallup, the...

Monday, August 1, 2022

When it comes to financial stability, people tend to focus on paying off debt and saving for retirement. In reality, many other financial goals beckon to individuals during their lifetime. Because of this, it’s important to look...

Friday, July 29, 2022

There’s a good reason so many athletes, entertainers and business people who made seven figures and higher suddenly find themselves filing for bankruptcy. Money mismanagement can eat through even the biggest bankrolls. Here are...

Friday, July 22, 2022

Eight tips for tidying up your personal financesSpring cleaning doesn’t just mean dusting off those bookshelves in your living room (which, by the way, probably haven’t been dusted since you moved in) or vacuuming cobwebs...

Monday, July 4, 2022

When building a retirement nest egg, focus on preservation as well as growth.For years, you’ve diligently invested in your retirement portfolio, accumulating wealth that you hope will sustain you throughout your Golden Years. To...

Monday, June 27, 2022

Deciding when to begin collecting Social Security depends on a number of factors, including how long you anticipate needing it.Deciding when to retire and begin collecting Social Security is an important life decision. For some,...

Monday, June 13, 2022

If you own an IRA, then you should be as familiar as possible with the rules that govern your account.Individual retirement accounts (IRAs) are one of the most common assets people rely on to save and invest for retirement. In fact,...

Wednesday, June 1, 2022

This article discusses steps that parents can take to build wealth while raising a family.Raising a family is rewarding and expensive. Consider taking these steps to support your family financially through a program of smart investing...

Monday, May 16, 2022

How to Manage Your 401(k) When You Switch JobsIn the past, boomers and generation Xers often held on to jobs for 10 or more years. Some professionals stayed with the same company for most of their working lives. The Great Recession...

Monday, May 2, 2022

This article discusses the factors you should look into when deciding when to retire.Retirement is inevitable but knowing exactly when to do so is often unclear. No matter when you actually begin your retirement, you’ll benefit...