Generally, when a person decides to give to others, the motivation is rooted in altruism. Someone might have a personal connection to a cause or charity, so they want to make a donation. Someone might…
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How Much Should You Save for Retirement?
How much should I be saving for retirement? Am I on track for retirement? What is my number? These are questions we hear clients ask all the time in the financial planning business. Not wanting…
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How to use Your HSA as a Retirement Savings Tool
In this article, we’ll illustrate how the Roth IRA—an excellent investment vehicle in its own right—has an unlikely competitor in the retirement saving strategy category: the health savings account (HSA). Although designed as a tool…
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The In’s and Out’s of Required Minimum Distributions
EXECUTIVE SUMMARY: Required Minimum Distributions, commonly referred to as “RMD’s” for short, are a fact of life for the typical American retiree. As the country slowly transitioned from retirement benefits consisting of guaranteed payments by…
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Three Under-the-Radar CARES ACT Financial Planning Opportunities to Consider
This article highlights three lesser-known CARES Act tools to consider when making financial decisions in 2020. Executive Summary In response to the global COVID-19 crisis, the United States government rolled out the CARES Act to…
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