Category: Blog Posts

8 Tips for Secure and Successful Cyber Monday Shopping

As online shopping has grown more popular, retailers have added another unofficial shopping holiday to the calendar. In addition to the Friday after Thanksgiving, otherwise known as Black Friday, there’s now Cyber Monday. This is the Monday after Thanksgiving when online retailers offer great deals that are similar to the Black Friday “doorbusters.”  If you’re […]

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Address These 5 Financial To-do’s for 2020

As we head toward the end of 2019, now is a good time to think about your financial to-do’s and priorities for the new year. This is especially true since the new year will mark the start of a new decade. Here are 5 areas to examine as you prepare financially for the new year. […]

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Retirement Questions: Should You Move or Stay in Your Home?

One of the most important decisions couples must make in retirement is whether to stay in their current home after they retire or move somewhere else. While the term “snowbirds” has often been used to describe older Americans who move to warmer climates after they retire, a growing number of older Americans say they want […]

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Seven Year-end Tax Moves to Make for 2019

This is the second year since passage of the Tax Cuts and Jobs Act in December of 2017. If like many people you’re still adjusting to the new rules, now is a good time to start sorting things out with the end of the year approaching. Here are 7 tax moves to consider between now […]

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What Role Should an Inheritance Play in Retirement Planning?

The greatest transfer of wealth in U.S. history is expected to occur in the coming years as baby boomers pass away and Gen Xers and Millennials inherit their assets. It has been estimated that this wealth transfer could be as high as $30 trillion. Given how ill-prepared financially many Americans are for retirement, this windfall […]

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Year-end Giving Strategies: Could You Benefit by Making Qualified Charitable Distributions?

With the year-end in sight and holidays fast approaching, many people are starting to think about making charitable contributions in order to realize tax benefits and support charitable organizations and causes they believe in.  As you plan your year-end giving approach, you should consider a unique strategy that could help you accomplish several different objectives […]

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Stock Market Crash Anniversary: Lessons to Learn from the Crash of ‘29

October 24, 2019, marked a dubious financial milestone. This was the 90th anniversary of the beginning of what is generally considered to be the greatest stock market crash of all time. Often referred to as “Black Thursday,” this crash ushered in the Great Depression that lasted throughout the 1930s. Some other major stock market downturns […]

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What You Should Know About Inherited IRA

If you are the recipient of an inherited IRA, there are some special rules and considerations you should be aware of. Failure to follow these rules can result in unintended tax consequences that could cost you a big chunk of your inheritance.  Spouse vs. Non-Spouse IRAs There’s good news if you inherited an IRA from […]

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Why Estate Planning Is Important — Even if You Have No Heirs

Individuals who are single and don’t have close family members sometimes think that they don’t have to bother with estate planning. But this is a mistaken impression. Estate planning is critical for anyone who possesses assets, regardless of their marital status or family situation. The most basic estate planning step you can take is to […]

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Market Volatility: Why It Often Pays to Stay the Course 

“The bigger they are, the harder they fall.” This saying has traditionally referred to battles or fights in which the larger opponent hits the ground hard when knocked out or defeated. But it can also refer to the financial markets. For example, consider the S&P 500 index, which is generally considered to be the main […]

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