This fall, older savers who are feeling generous may want to consider using their individual retirement account to help fund their favorite charities. There’s an incentive for being ...
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November 3rd is getting closer and closer and people are beginning to cast their votes for the 2020 presidential election. Regardless of who you want to win, not having ...
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If there’s one expense that tends to increase for seniors from one year to the next, it’s healthcare, and that extends to Medicare. While Medicare Part A, which covers ...
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WHY IS THE STOCK MARKET going up when the economy is in trouble? If you’re an investor, this question has likely been on your mind. After all, we’re in ...
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Without a doubt, 2020 has more than earned its nickname, “the year of uncertainty.” With the evolving COVID-19 pandemic and its economic repercussions, anxiety and financial stress have ...
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It’s not uncommon to worry about making your retirement savings last. Retirement may go on for decades, through good markets and bad. The money you’ve saved needs to ...
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IF YOU THINK ABOUT IT, the people who need a financial advisor are the ones who can’t afford one. If you’re impoverished or firmly in the middle class and can’t ...
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I was talking with a young couple the other week regarding their retirement investment selection in their 401(k) plan. They both had selected choices based upon their retirement ...
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I’ve been advising wealthy clients for nearly 15 years, and I’m often asked for the secret sauce, or the commonalities that I see in my wealthiest financial planning ...
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The United States is going through its worst race crisis since 1968 following the death of George Floyd, an unarmed black man, at the hands of a police officer in ...
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