Wealth Management

Although most people recognize the importance of sound retirement planning, they don’t always embrace the work involved. With many investment possibilities, complex rules governing retirement plans, and the unpredictable future of consumer prices, it can be...

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The tax deferral accorded to IRAs and qualified retirement plans has helped to push total retirement resources in the USA to $33.6 trillion at the end of 2022 (Investment Company Institute 2023 Fact Book). Eventually, tax deferral must come to an end. The mechanism...

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Caring for your aging parents is something you hope you can handle when the time comes, but it can be very challenging and is often the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps you can take to make the...

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Most of our lives we are concerned with living in the moment–figuring out what we need to do today and how we might accomplish it. Sometimes, we can move beyond the moment, and think of our goals for the month, or even goals for the year. Many even benefit from going...

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The world 50 years ago was a lot different than it is today. An individual often worked at the same job all his or her adult life, lived in the same house, and stayed married to the same spouse. In those days, too, one spouse could support a family, paying for college...

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Everyone is familiar with 401(k) plans, but not everyone knows they come in different flavors, one of which is the safe harbor 401(k). The one thing all these special 401(k) plans have in common is that they’re generally simpler to maintain because they’re...

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Hindsight may be 20/20, but predicting the future is always hard. “If only I had acted.” “I knew that would happen…” “The market agreed with me at the time.” These are all thoughts that pass through most investors’ minds at one point or another. The reason investors...

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