Four Ways to Protect Your Financial Life: Everywhere we turn right now, it seems we are spending more. I notice it most at the gas pump and at the grocery…
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Refunds to the highly compensated employees (HCE) in a qualified retirement plan can be frustrating to the participants and a challenge to the plan
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An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings
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It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left
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Working from home can certainly provide you with personal benefits, such as a flexible schedule and more family time. But increasing numbers of people are
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Wealth accumulation is the act of increasing your net worth over time. The modern approach to Wealth accumulation relies on increasing accumulation during the
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At the time this article was written, the Atlanta Braves and its fans were still celebrating their second World Series championship since moving to Atlanta in
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Plan for tomorrow, todayThat seems like sensible advice, doesn’t it? Yet a surprising number of people leave no estate plan in place for their survivors. Nobody
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Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack”
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Why sell shares when you can gift them as a charitable contribution? If you have appreciated stocks in your portfolio, you might want to consider donating those
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Risk is a factor in any investment decision that you make. Your tolerance for risk is something that you will want to consider when you make decisions alongside
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Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may…
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