Category: Blog Posts

A Decade Later: Lessons Learned from the Financial Crisis

While September 15 probably wasn’t circled on your calendar for any particular reason, it did mark an important milestone. Ten years earlier, Lehman Brothers filed for bankruptcy, which many view as the start of the financial crisis. A lot has changed in the economy and the financial markets over the past decade.  For example, the […]

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New Data Reveals 401(k)s Are as Popular as Ever

Since they were first introduced 40 years ago, 401(k) plans have become one of the most popular ways for Americans to save for retirement. In fact, the term “401(k)” has practically become synonymous with retirement saving in America. Average Balances Reach All-Time High New research recently conducted by Fidelity Investments, one of the largest administrators […]

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Trump Executive Order Aimed at Boosting Retirement Readiness

Recently, the Trump administration has voiced concerns about the retirement readiness of many Americans. For example, a report released by Northwestern Mutual earlier this year revealed that about one out of every five Americans has no money at all saved for retirement. In addition, one out of every three baby boomers has less than $25,000 […]

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Year-end Tax Planning Strategies for the Self-Employed and Freelancers

With the end of the year fast approaching, now is the time to start thinking about money-saving year-end tax moves. This is especially true if you are self-employed or operate a freelance business. There are some year-end tax planning strategies available to self-employed individuals and freelancers that could potentially reduce 2018 taxes. But these strategies […]

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Is the Middle Class in Financial Trouble?

If you ask five different people to define the “middle class,” you’ll probably get five different answers. In fact, many people consider themselves to be middle class regardless of how much money they make. The Pew Research Center has a specific definition for middle class: any household earning two-thirds to double the national median income, […]

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Heir vs. Beneficiary: What’s the Difference?

This month we’ve been sharing information about estate planning, since October is National Estate Planning Month. In this week’s blog, we look at the difference between a beneficiary and an heir. They’re Not the Same Thing When creating their estate plans, many people use the terms “heir” and “beneficiary” interchangeably. However, heirs and beneficiaries are […]

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Financial and Estate Planning for Families with Special Needs Kids

This month we’ve been discussing various issues related to estate planning, since October is National Estate Planning Month. In this week’s blog, we look at some of the unique financial and estate planning challenges faced by families with special needs children. Logistical and Financial Challenges Parents of children with special needs and disabilities face many […]

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Keep This Estate Planning Checklist Handy

This month we’ve been sharing information about estate planning, since October is National Estate Planning Month. In this week’s blog, we present a checklist of some of the most important items that should be on your estate planning to-do list. Designate an executor or trustee. This is the person who will be responsible for handling […]

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Celebrating National Estate Planning Awareness Month

October is National Estate Planning Awareness Month. To help raise awareness of the importance of estate planning for families, we’ll be publishing blogs all month long that discuss various aspects of the estate planning process. Here in the first blog, we dispel the mistaken notion some people have that estate planning doesn’t apply to everyone. […]

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Expanded Child Tax Credit: A Tax Reform Provision That Could Benefit the Affluent

Expanded Child Tax Credit A Tax Reform Provision That Could Benefit the Affluent It has been about nine months since the Tax Cuts and Jobs Act (TCJA) was signed into law, but many individuals and families are still sifting through all the details of the legislation to determine ways that they might benefit. There’s at […]

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