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The top 5 reasons to start or change your business retirement plan

There is no one reason why business owners decide to start a retirement plan or…

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Let’s clarify some common misconceptions about the gifting tax

While estate planning, questions often arise about making monetary gifts to others. Some questions we…

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ADULT PIGGY BANK

If you have a jar, give it a new purpose. Toss spare change into it until it’s full. Give it time, but you’ll end up with hundreds of dollars for a vacation or another prized purchase.

NO LOAN, NEW GOAL

After paying off a loan, keep writing the check. But instead of sending it to pay off a loan, send it to a savings account.

GET WRITING

Write down specific goals. Saving $2,000 for a beach vacation is concrete. Set up an account for each goal or for large recurring expenses.

5 WAYS TO SMARTER INVESTING

How we manage our investments is one of the most important financial decisions we make.…

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Fight Against Credit Card Skimming and Fraudulent Transactions

The risk of being compromised by a credit and debit card skimmer has significantly increased…

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2019 Financial Resolutions

Resolution-making is in full force for 2019. Resolution-keeping? Well, you’ll have to wait until the…

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Can’t qualify for a Roth IRA? There’s a back door.

When you choose to invest in a Roth IRA, you can contribute $5,500 in 2018…

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This land is your land! Flexible financing is key to owning your perfect lot

Qualified clients won’t have that problem. We don’t have set minimums before we talk to…

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11 ways to save – at every life stage

When you stashed money in your piggy bank, how did that make you feel? Was…

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To Roth or not to Roth? That is the question…

When evaluating whether a Roth IRA would be a better option than a Traditional IRA,…

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