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How Far Your Dollar Can Stretch In Each State

Trying to live on a budget? It’s no secret that your dollar will go further in states with a lower cost of living, where the price of housing, food, and other goods and services clock in at the lower end of the scale. Using data from the Bureau of Economic Analysis, 24/7 Wall St. calculated […]

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Say It Ain’t So! Millennials Turning 40

Hard to believe, but the oldest of the millennials – those born between 1981 and 1996 – are about to turn 40. The generation that some thought would never move out of Mom’s basement is now marching toward middle age. And despite all those earlier concerns, America’s largest living adult generation is doing quite well, thank you. […]

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Is A Roth Conversion Right For You? 7 Things You Need To Know

We’ve been talking to several clients about doing a Roth Conversion before year-end. For some people, a Roth Conversion can be a great tax-saving strategy, but for others it could go down as a big mistake. Here’s some of the most common misconceptions about Roth Conversions, and what you absolutely need to know before you […]

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Quote Of The Week: What Low Interest Rates Mean For You

The Federal Reserve has pushed interest rates to new lows to fight COVID-19. How do these historically low rates affect your wallet? “Good news, bad news. Borrowers will benefit from the low-rate environment. The 30-year fixed mortgage rate is likely to remain below 4% for the foreseeable future. Auto, home-equity and other consumer loan rates will […]

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My 401(k) Match Just Got Axed. Now What?

It’s another sad reflection of the coronavirus pandemic gripping our nation. Your employer has just axed the matching contribution to your 401(k) retirement plan. For the average employee that’s a loss of over $4,000 per year. What to do now? Here’s answers to your most common questions: What’s a typical 401(k) match, and how does it work? […]

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US News & World Report: Last Minute Tax Tips!

We were happy to collaborate last week with U.S. News & World Report and journalist Kimberly Lankford on last minute tax tips for 2020! Here’s a couple of our favorite tax moves you can still take advantage of right now: A perfect time for the non-working spouse to start on the path to financial freedom […]

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World Traveler Sets Her Sites on New Retirement Adventure And Career #4

Introduction: There is nothing more inspirational or powerful than watching a woman transform her life to create new opportunities and possibilities for herself. As we approach July 4 and the celebration of our nation’s Independence, join with us in celebrating some of these women as they share their stories – in their own words – […]

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Self-Employed? Don’t Miss This Opportunity To Slash Your Taxes Before The Deadline

We’re always glad to get the word out about amazing opportunities to cut your tax bill and beef up your retirement savings at the same time. So thank you to Brett Arends of MarketWatch for asking us to chime in on how self-employed people can save money by setting up their own retirement plans. In his […]

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Thank You, Ed Slott and Financial Advisor Magazine!

Thank you to America’s IRA Expert Ed Slott, CPA and to Financial Advisor magazine for hosting the incredibly informative June 9 webcast answering advisors’ questions on the 2020 retirement tax rules. Ed Slott, if you are not familiar with his name, is widely regarded by financial planners as the expert’s expert when it comes to […]

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Uncertain Income? Tips To Cut Your Spending

Whether you’re still working or already in retirement, you may feel less confident now about your income than you did in January due to the ongoing fallout from the coronavirus pandemic. It’s natural to want to proceed with extra caution going forward. One way to get your finances back into your comfort zone is to […]

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