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The top 5 reasons to start or change your business retirement plan

There is no one reason why business owners decide to start a retirement plan or…

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Portrait of African American seniors with their two grandchildren. The man is sitting in a wheelchair with his wife and 6 years old twin boy and girl standing beside him, grinning.
Let’s clarify some common misconceptions about the gift tax

While estate planning, questions often arise about making monetary gifts to others. Some questions we…

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Fight Against Credit Card Skimming and Fraudulent Transactions

The risk of being compromised by a credit and debit card skimmer has significantly increased…

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Can’t qualify for a Roth IRA? There’s a back door.

When you choose to invest in a Roth IRA, you can contribute $5,500 in 2018…

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11 ways to save – at every life stage

When you stashed money in your piggy bank, how did that make you feel? Was…

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To Roth or not to Roth? That is the question…

Individual Retirement Account (IRA).  Escrow.  When evaluating whether a Roth IRA would be a better…

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FDIC
FDIC insurance inspires banking confidence

A majority of consumers believe banks do a good job protecting their money. They get…

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I’ve decided I need a trust. Now what?

Knowing you have a reason for a trust is half the battle, but there’s still…

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7 habits to make you an effective saver

Saving money effectively is about more than not spending it. You need to build habits…

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Balancing stones
The portfolio balancing act

At 2017’s end, the S&P 500 index returned more than 19 percent. The NASDAQ fared…

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A photo of female friends gossiping on sofa. Happy young women looking at each other. Both are in casuals at home. They are in brightly lit room.
Investing and retirement planning: 5 things to consider

When you think about retirement, you should ask yourself a lot of questions. How old…

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Don’t consider yourself wealthy? A trust might still make sense for you.

Clients often ask, “How do I decide if I need a trust instead of simply…

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