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Cash Balance Plans – How Business Owners Can Supercharge Savings
According to the U.S Small Business Administration, there are nearly 30.2 million small businesses in the U.S. Unfortunately, only 56 percent offer 401(k) plans and even fewer offer defined benefit ... -
Portfolio Pitfalls to Avoid
It’s no simple task to put together and carry out a comprehensive investment plan – especially in the current economy. In fact, the process of matching a portfolio to the ... -
How to Prepare your Finances and Your Portfolio for the Unexpected
Each year the Federal Reserve releases the results of financial stress tests on 31 of the largest banks. Popularized in the U.S. during the financial crisis, the analysis serves as ... -
Important Strategies for First Time Homebuyers in a Red-Hot Market
Real estate values continue to climb. Historically interest rates coupled with shrinking housing supplies has caused home values to increase in many markets, especially those outside cities. In fact, according to ... -
IRA Strategies for Tax Season
Individual retirement accounts play a vital role in the retirement plans of many Americans. In fact, according to the latest figures from the Tax Policy Center, nearly 29 percent of ... -
Retirement Strategies to Address Higher Costs of Living
Retiring in a state with a higher cost of living isn’t easy. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ...
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