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Key Estate Planning Documents

Key Estate Planning Documents

There are five estate planning documents you may need, regardless of your age, health, or wealth. Read more.

Top Five Reasons to Roll Over Your 401(K) to an IRA

Top Five Reasons to Roll Over Your 401(K) to an IRA

Whenever you change jobs, you have several options to consider with your 401(k). You can leave it where it is, transfer it into your new employer’s 401(k) plan (if one exists), or roll it over into an individual retirement account (IRA).

Is Inflation Hurting Your Financial Strategy?

Is Inflation Hurting Your Financial Strategy?

We have all begun to feel the impact of inflation on our wallets. Politicians and economists are now arguing over the causes of inflation and the impact on consumers and the economy.

Financial Implications Of Moving To Another State

Financial Implications Of Moving To Another State

As our life’s journey takes us down unexplored paths (a new job, a marriage, a lifestyle change), we may find ourselves living in a new state. Interestingly, COVID-19 has prompted us to reconsider the connection between where we work and where we live.

The Why Behind the Money

The Why Behind the Money

When we reflect on our future, we often think about the best way to optimize our wealth. With thoughtful planning today, we can enjoy a stress-free financial future while caring for family and contributing to our charitable passions.

What is Your 401K Really Worth?

What is Your 401K Really Worth?

When you started your career, you probably had plenty of questions about saving for retirement through your company 401K/IRA. How much should I contribute? Can I contribute? How should I allocate my investments? Which types of options are available from my employer? Or outside my employer?

Covid-19 Stimulus Relief Package: What’s in it for me?

Covid-19 Stimulus Relief Package: What’s in it for me?

The pandemic and the ensuing economic impact on individuals and small business owners have caused an unprecedented monetary and fiscal policy response from the federal government. On December 21, 2020, lawmakers passed a new Covid-19 stimulus package to help people through these difficult times.

What Is Paying Off Your Mortgage Really Worth?

What Is Paying Off Your Mortgage Really Worth?

Who wouldn’t want to pay off his or her mortgage as quickly as possible? But, is making additional payments or over-payments towards your mortgage the best wealth management plan? A well-thought-out financial strategy could determine where you should focus your money to maximize the value of your dollar.