Inherited IRAs… the Rules Keep A-Changin’!

Inherited IRAs… the Rules Keep A-Changin’!

If you have been involved with estate planning in any way over the past two years, you are probably familiar with the overwhelming and complicated process of dealing with inherited accounts.  Even in the “simplest” of cases, it’s usually not that simple. ...

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Why You Shouldn’t Trust Online Retirement Calculators

Why You Shouldn’t Trust Online Retirement Calculators

A recent Google search for “retirement calculator” yielded over 471,000,000 results.  That’s a LOT of information to wade through!  Where do you begin??    This can be one of the most frustrating and confusing aspects of trying to come up with...

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The Secret to Successful Retirement Savings

The Secret to Successful Retirement Savings

So you’ve heard you should save for retirement.  You agree that’s a good idea.  Maybe you even start doing some things… but then get bogged down by the choices and options available out there.  It’s kind of overwhelming.  How do you decide? There’s...

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Fire Drills

Fire Drills

Do you remember participating in fire drills when you were a child at school? I certainly do. The bell would ring, the teacher would ask everyone to calmly stand up, and everyone would line up at the door. You would walk down the hallway with your class, perhaps...

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Finding Someone You Trust

Finding Someone You Trust

The biggest challenge in investing is not volatility in the stock market or unpredictable government policies or even the threat of inflation.  The biggest challenge is finding someone you can trust to get you through all of the other stuff.  It’s been...

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Last Call for 2021 IRA Contributions!

Last Call for 2021 IRA Contributions!

It’s that time of year – TAX TIME!  That means time is running out to maximize your 2021 IRA contributions if you haven’t already. Wait, what?  I can still make an IRA contribution for the 2021 tax year?  Yep!  It’s one of those weird and wonderful...

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How to Save Money for Your Children

How to Save Money for Your Children

Starting a family is one of those key times in life to re-evaluate your saving and spending habits.  As any parent will tell you, raising kids can be costly!  A little planning can go a long way.  So where do you start?  Many parents think of...

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The Search for Answers

The Search for Answers

If you are searching for an answer to almost anything today, you can probably find it on the internet.  It’s amazing to think that, over the past 30 years or so, we have created an accessible resource of human knowledge so vast that many of us now rely on it for...

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Important End of Year Tax Tips: Things to Do Now

Important End of Year Tax Tips: Things to Do Now

There has been a lot of concern recently over the landscape of taxes in the US, and what next year might look like for our tax system. At the time of this writing, we are still waiting (some of us with bated breath) to see what Congress finally passes in the final...

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Essential Estate Planning Documents

Essential Estate Planning Documents

... from the Perspective of a Financial Planner (I am not an attorney!) Estate planning can get complicated, and sometimes people put it off exactly for that reason.  Who wants to be digging into dusty legal documents when there are other, more pleasant things to do...

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