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The Importance of An Annual Review

If you’ve taken the time to set up an investment or retirement plan, you want…

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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 gift tax

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

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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.

OFF THE TOP

Take money off the top of your check for retirement or a goal so you don’t have to think about it. Start now, not when you “make more.” Start small and it will add up over time.

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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Give the gift of you

Instead of buying a gift, offer your help instead. You can mow the lawn, baby or pet sit, wash the car, run errands, etc., and it doesn’t cost you anything but your time.

Beeep…

Using your microwave can reduce your cooking energy costs by as much as 80%. Cooking times are shorter and your air conditioner doesn’t have to work as hard during the summer.

Do a closet dive

Do you really need a new wardrobe? Go through everything you’ve got and revive the buried outfits to feel fresh again.

Flip the switch

Turn off lights when you’re not in the house or in the room. Leaving 10 incandescent bulbs on for an hour a day adds about $24 to your annual electric bill.