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The SECURE Act
- 01/21/20
Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it may reveal new opportunities.
[+] Full Article Measuring the Value of a Financial Advisor - 12/31/19
One study asserts that these relationships can make a difference for investors. What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question.
[+] Full Article
Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change in strategy for many Americans. For others, it may reveal new opportunities.
[+] Full Article Measuring the Value of a Financial Advisor - 12/31/19
One study asserts that these relationships can make a difference for investors. What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question.
[+] Full Article
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April 20, 2018 Classroom educators are coping with hybrid plans and pension fund shortfalls.
Arizona. Kentucky. Massachusetts. Michigan. Pennsylvania. Rhode Island. Tennessee. In these states and others, teachers are concerned about their financial futures. The retirement programs they were counting on have either restructured or face critical questions. Read more » |
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February 7, 2018 Small business decisions can be complicated. Join us for a complimentary workshop on Thursday, March 1. Read more »
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January 15, 2018 What standbys did tax reforms eliminate?
Are the days of itemizing over? Not quite, but now that H.R. 1 (popularly called the Tax Cuts & Jobs Act) is the law, all kinds of itemized federal tax deductions have vanished. Read more » |
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November 27, 2017 Here are some things you might want to do before saying goodbye to 2017.
What has changed for you in 2017? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this year ends and 2018 begins. Read more » |