When it comes to the security of the cash we have in our bank or local credit union, we often don’t give it a second thought – and for good reason. Numerous checks and balances…
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Using Qualified Charitable Distribution (QCDs) to Maximize Charitable Donations
The IRS has carved out a way for individuals over 70.5 to make charitable donations up to a certain amount that are tax exempt. We define this as a Qualified Charitable Distribution (QCD). If you…
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3 Financial Mistakes Real Estate Agents Make
As a real estate agent and, by extension, a small business owner, managing finances is a critical aspect of running a successful business. Unfortunately, financial mismanagement leads to common financial mistakes many agents make. These…
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Questions to Ask Your Financial Advisor
If you’ve saved diligently into your company 401k plan over the course of your career and are wondering if it’s time to make the jump to retirement, this is a good time to consider working…
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Inherited assets? How to claim retirement accounts, plan for taxes, and manage Required Minimum Distributions
When someone close to us passes away, it starts an avalanche of decisions and tasks that need our attention. A lot of these decisions need to occur right away, at a time when every choice…
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