Balancing Your Investment Choices with Asset Allocation

A chocolate cake. Pasta. A pancake. These items are very different, but they generally involve the same...

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Should You Invest in a Roth or a Traditional IRA?

When considering if you should invest in a Roth Individual Retirement Account (IRA) or a Traditional IRA, there is no...

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Key Highlights of SECURE Act 2.0

In late December, the Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022 (SECURE 2.0)—part of a...

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The Growing Costs of Long-Term Care

The price of long-term care has become an increasing worry among those of all ages as they wonder, “If I need it at...

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Are You Emotionally & Financially Ready to Retire?

The question of whether you're emotionally and financially read to retire is more complicated than it appears because...

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Tax Considerations for Separating & Divorcing Couples

While there are many considerations for couples separating or divorcing, one impacted area that can often be overlooked...

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Preparing for Tax Season and Document Retention

A new year is a good time to start thinking about what you'll need to do before filing your taxes. It should come as no...

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Tax Checklist for Newlyweds

As you begin your new life as a married couple, you’re likely not thinking about your taxes. After saying “I do”,...

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Charitable Giving Can Be A Family Affair

As families grow in size and overall wealth, a desire to "give back" often becomes a priority. Cultivating...

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Making Tax-Free Gifts of Tuition

The annual gift tax exclusion allows someone to give up to $16,000 (in 2022) to any person in a calendar year ($32,000...

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