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Pros and Cons of Buying a Home vs. Renting
Deciding between renting or buying a home can be a tough decision. Here are some pros and cons to help you decide.
Top Five Reasons to Roll Over Your 401(K) to an IRA
When changing jobs, you have several options with your 401(k). You can leave it where it is, transfer it, or roll it over into an IRA.
Checklist for Year-End Tax Planning
Checklist for your year-end family tax planning and charitable donations. Read more.
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
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
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?
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?
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?
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.
The Implications of the SECURE Act
Sweeping rule changes in the retirement landscape were put into place when the Setting Every Community Up for Retirement Enhancement Act (SECURE) Act became effective on January 1st, 2020.