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Money Tips For Your High School Grad

Graduating from high school marks an important step toward adulthood for U.S. teenagers. But do your kids have the financial savvy needed to make important decisions about credit cards, student loans, budgeting, and renting their first apartment? Here’s a cheat sheet from columnist Ron Lieber of The New York Times on the most important things […]

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Mortgage Rates Drop Below 4% Again, Giving A Boost To Home Sales

Buying or selling a home? Bet you didn’t think 30-year fixed mortgage rates would be back under 4% again! That’s a percentage point below where rates were at the end of last year, helping to encourage more buyers to get into the market and making homes more affordable and easier to finance. Mortgage rates have […]

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Your Tax Picture Has Changed. How About Your Financial Strategy?

Last year, we had some major changes in the tax laws. As a result, many expenses that were deductible in prior years – like state taxes, mortgage interest, and professional expenses – are now totally eliminated or only partially deductible. So here’s an important question. Given those significant changes, have you given a once-over to […]

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It’s 529 Day! Get On Board With The Smartest Way To Save For College

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Understanding Your Taxes: Just What Is Form 5498 And What Am I Supposed To Do With It?

Some of our clients have been calling with questions about Form 5498, a tax reporting form they recently received in the mail. If you’re the kind of person who likes to understand how things work, or are curious as to why you’re receiving this form long after the tax deadline, here’s the inside scoop: Does everyone […]

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Quote Of The Week: How Do You Measure Financial Success?

Advice that never goes out of style: “The true measure of financial success isn’t how much money you make—it’s how much you keep. That’s a function of how well you’re able to save money, protect it, and invest it over the long term.” Karen Hube, “10 Rules for Financial Freedom,” Barron’s, May 24, 2019  

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Memorial Day 2019

Our office and the financial markets will be closed on Monday, May 27, 2019 in observance of Memorial Day.

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Who Wants To Be A 401(k) Millionaire?

Less than 1% of 401(k) participants lands in the elite $1,000,000 club at Fidelity, home of many corporate 401(k) plans. Personal finance columnist Michelle Singletary of the Washington Post calls these $1,000,000+ savers the “Navy SEALs” of retirement saving. They can show the rest of us how to do it the right way. The number of […]

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The Biggest New Financial Trap Out There For Women Is Student Debt

If you’re a parent, you already know how much college can cost. And if you’re a graduate, you undoubtedly know how much it did cost, because you’re probably still paying the bills! We’re all concerned about the ever-growing mountain of student debt, over $1.5 trillion at last count. For a devastating new look at the […]

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