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The $1 Million Retirement Dilemma

How much does it take to retire? We’ve seen a lot of clients tackle retirement throughout the years, and frankly, we would have to say that what you need really depends on you. Some clients have retired with relatively little in assets, but they have managed to live very fulfilling and comfortable lives thanks to […]

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Too Soon To Talk (Roth) Turkey

With tax rates headed lower for many people, this might be a good year to consider a Roth conversion. For the uninitiated, that’s when you withdraw funds from a traditional IRA, pay the tax now instead of later, and then move the funds into your Roth IRA. Once your savings are in a Roth, they’ll […]

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How Your Kids Can Be Millionaires By Retirement

Every parent wants the best for their kids. But smart parents know that encouraging their kids to save can give them a serious head start on a million dollar nest egg. Contributing Editor Kim Lankford of Kiplinger’s magazine talked to Associate Client Advisor Anthony LaBrake, CFP® in our office about how opening a Roth IRA can get your child […]

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Quick Take: Best Banks For Protecting Vulnerable Seniors

What banks score best for protecting seniors from hackers and scams? TD Bank, Bank of America, and PNC all take top spots, says Money Magazine.  

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Crunch Time For Retirement: Playing Catch-Up

Getting closer to that magic retirement age, but not enough set aside to take the leap? We shared some ideas about how you can play catch-up in an wide-ranging interview with Nancy Dahlberg of the Miami Herald. The article was part of a special Herald section on retirement, health and fitness. Start with a mental picture […]

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Watch Out For These Changing Tax Deductions In 2018! (And What You Need To Do Now)

The Tax Cuts and Jobs Act, passed last year, will change the way you can deduct expenses on your 2018 taxes. The new tax regime is expected to lower taxes for the vast majority of Americans, as well as small-business owners — at least until the cuts expire after eight years. Here’s a brief summary of how your […]

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Are Good Times Going To Your Head (And Wallet?)

Economists say some people may be letting good times in the stock market go to their head, and their wallet. U.S. savings rates have recently dropped to a 12-year low, as Americans make record withdrawals from their investment and 401(k) accounts. Where is the money going? It’s being used to pay for everything from kitchen […]

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Least Tax-Friendly States for Retirees

Are you living in one of the least tax friendly states for retirees? That’s the case if you live in Connecticut, Indiana, Kansas, Maryland, Minnesota, Nebraska, New Mexico, Utah, Vermont, or Wisconsin. Those are the worst 10 tax states for retirees. The absolute worst state for retirees in terms of their tax bill, according to Kiplinger magazine, […]

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Women & Wealth: Come Join Us At Orlando Money Show – February 8

Here’s your chance to attend a special half-day of complimentary Women & Wealth expert panels addressing cutting-edge topics about women, retirement, and investing. It all takes place the morning of Thursday, February 8 at The Money Show in Orlando. We’ll be participating in the Women on Wealth panel on Bridging the Longevity Gap: Retirement Strategies for […]

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Money Lessons From The Super Bowl

Making it to the Super Bowl can mean big bucks in bonuses for players. Here’s what one wise financial planner who works with young athletes tells his players: look at bonuses not as extra spending money, but as way to boost your investment balances or pay down debt accumulated in the early part of your […]

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