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Insights & Education

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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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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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Man outside barn leaning on wooden fence
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 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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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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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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