529 plans are a premier way to fund education expenses. Learn the nuances of this education savings vehicle and consider if it is the right avenue for you.
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Some thoughts from our founder on the recent market fluctuations, historical trends and interest rates. What to do in the face of market corrections? Build a
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Owners of their own businesses have a bevy of options available to them for their own retirement savings--indeed, typically more than a W-2 employee. From SEP
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When it comes to my own finances, I utilize a similar framework to one that I recommend to most of my clients: have a solid foundation (emergency fund, reduce
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There are many scenarios to consider when deciding when you should convert your IRA. The most important factor to consider is your current tax bracket. If you
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On May 28, 2021, Mr. Jason Zweig published an article entitled "The Safe, High Return Trade Hiding in Plain Sight". I will openly say I admire Mr. Zweig. He
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Are you considering hiring a financial planner, but don't know what qualities to look for? Wondering what questions to ask?
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With Emergency Fund sizes ranging from 3 to 18 months of living expenses, it can take a bit (okay, a lot) of time to build-up this fortress. Nevertheless
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How much emergency fund do you need? While every situation is different, here's a framework to get you in the right ballpark for your situation.
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One of the bedrock components of any financial plan is the Rainy Day (or Emergency) Fund. This is a certain amount of money most financial planners recommend
Among other strategies, utilizing Capital Gains may be a tremendous benefit for some who are looking to find some financial breaks while ponying up for college
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As borders are opening up, now is a great time to start preparing for your next vacation. Rather than waiting until the last minute, a bit of advanced planning
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