Financial Planning
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Nov 2 2020
Are you fed up with your annuity?Just last week we had another exhausting encounter with an annuity company. Sound familiar? Do you feel frustrated and lost with your annuity?
Sep 1 2020
Which is Better: Savings or No Debt?Which is better for retirement? Savings in the bank or no debt? The answer is not as simple as you might think... let's find out together!
Aug 3 2020
What should I look for in a Financial Advisor?The financial industry is constantly changing. Here are a few things you should know about a financial advisor before you hire them...
Jun 1 2020Why Do So Many People Fail in Retirement?Unfortunately, one in three families will not have enough money to maintain their lifestyle throughout retirement. Here are 3 reasons why...
Apr 1 2020How SECURE Should We Feel about DC’s New Tax Laws?In the last weeks of 2019, congress passed numerous new laws that have investors scratching their heads. Let’s look at the SECURE Act to find out why...
Feb 1 2020How can I develop financial discipline in my life?So many of us are consumed with contributing to our retirement accounts that it’s easy to ignore our budget and unleash our impulsive spending habits...
Mar 4 2019The Pros and Cons of Borrowing from Your 401(k)Your 401(k) account is intended to fund your retirement, but you might have the option to withdraw money from it earlier. Here are the pros and cons...
Feb 1 201910 Things to Know About Qualified Charitable Distributions (QCDs)Want to save on taxes by making qualified charitable distributions (QCDs)? Here are 10 things to keep in mind as you plan out these complicated donations.
Dec 18 2018What to Look For In a Financial AdvisorChoosing a financial advisor is often difficult. Here are five important items that you should know about your advisor before you hire them!