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What Do I Do With All of This Money?
- 02/15/21
If a windfall has come your way, or you anticipate inheriting money or selling your company, be sure to speak to a financial professional early on. A financial professional can offer a holistic support network, with connections that can help you build a team of trusted experts.
[+] Full Article 2020 IRA Deadlines Are Approaching - 02/01/21
Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline for making prior year annual contributions to a traditional IRA, Roth IRA, and certain other retirement accounts.
[+] Full Article
If a windfall has come your way, or you anticipate inheriting money or selling your company, be sure to speak to a financial professional early on. A financial professional can offer a holistic support network, with connections that can help you build a team of trusted experts.
[+] Full Article 2020 IRA Deadlines Are Approaching - 02/01/21
Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline for making prior year annual contributions to a traditional IRA, Roth IRA, and certain other retirement accounts.
[+] Full Article
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June 15, 2016 When stocks struggle or tread water, going Roth gains merit.
Converting a traditional IRA to a Roth IRA is no easy decision. After all, it is a taxable event. When the stock market is down or sluggish, however, a Roth conversion has more appeal. Read more » |
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May 15, 2016 What steps might help you sustain and grow your retirement savings?
“What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely be one of the top answers. Retirees and pre-retirees alike share this anxiety. In a 2014 Wells Fargo/Gallup survey of more than 1,000 investors, 46% of respondents cited that very fear; 42% of the respondents to that poll were making $90,000 a year or more. Read more » |
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April 25, 2016 GCSB Investment Center and Kristen Crouthamel were featured in a three-part interview series for "Financial Literacy Month" on Raccoon Valley Radio. During the interviews, Kristen discussed smart strategies for saving money, retirement planning and budgeting. If you didn't have a chance to listen in, the links are below. For more information on any of these topics, please contact Kristen at kcrouthamel@ibasecurities.com Read more »
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April 13, 2016 According to Sallie Mae, U.S. families with one or more college students spent an average of $24,164 on tuition, housing, and linked expenses in 2015.
If you want to build a college fund, what should you keep in mind? What should you do? What should you avoid doing? Read more »
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