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Should you invest in a second home
Purchasing a second home is a common goal often heard from clients during the financial planning process. From a winter retreat in retirement to a ... -
Year-end Tax loss harvesting may help reduce tax liability
2015 has been a turbulent year for the markets. From concerns about economic slowdowns in China to fears over the Federal Reserve ending their accommodative ... -
Raising financially conscious kids in the digital age
Cash is no longer king – at least not like it was in the past. According to the Federal Reserve Bank of Boston's most recent ... -
Unclaimed property rates are on the rise
Do you or members of your family have unclaimed property that is sitting in the hands of the state? With statistics from the National Association ... -
Don't let your emotions rule your investments
The recent slew of negative economic news has sent the financial markets into a tailspin. From China's surprise devaluation of their currency and concerns about ... -
Stress-testing your finances may help prepare you 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 ... -
New Roth conversion strategy may help retirees minimize taxes
Taking advantage of pre-tax retirement savings within a 401(k) or similar account is a great way to reduce your current taxable income while socking away ... -
4 financial issues to address before tying the knot
Nearly 2.3 million couples will get married this year in the U.S. While we have all heard statistics on the alarming number of marriages that ... -
How do your company benefits stack up?
As the unemployment rate continues to fall, wages are beginning to rise and for the first time in years, many companies are improving their benefits ... -
5 financial rules of thumb to consider breaking
Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches ...
