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Qualified Charitable Distributions
If you’re charitably minded and in your 70s, there’s a powerful tax strategy you may be overlooking: Qualified Charitable Distributions (QCDs). Typically, withdrawing money from an IRA is taxable. Once…
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CFP® Certification
Many people call themselves “financial planners” but lack the credentials and standards of CFP® Professionals. One key differentiator between the two…
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Social (In)Security
In the 2019 Gallup poll on Social Security, 67% of Americans listed Social Security as one of their top worries…
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Second Set of Eyes
For our analysis work, we have at least one other team member review the methodology, results, and conclusions to minimize…
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The New Retirement
Saving and systematic investing have always been such a significant focus of Retirement Planning that it can be an overwhelming…
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Education Planning
If you wish to contribute to your school age child’s/grandchild’s education, those expenses should be part of your financial plan. Considerations…
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Noise, Pullbacks, Corrections and Bears
Although Investments is just one integral part of total financial planning and wealth management, it stands center stage more often…