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7 misconceptions about owning a vacation home
If you have recently watched HGTV’s “Beachfront Bargain Hunt”, you’ll see that purchasing a vacation home may be more financially feasible than you originally thought. However, recent price appreciation and ... -
Why your portfolio may be overdue for a rebalance
The market has been on a tear since the election. According to Bloomberg, the rally has added over $2.8 trillion in value to the U.S market and we witnessed ... -
How To Protect Yourself From The Financial Storms That May Come Your Way
While Hurricane Hermine may not have lived up to all the hype, parts of the east coast and Florida are still cleaning up. As we have learned over the years, ... -
Retaining key employees with Phantom stock
An improving labor market often forces employers, especially smaller, privately held companies to look for creative ways to reward and retain key talent – especially if your candidates are considering ... -
How to make the most of an inherited retirement account
As the number of defined benefit pension plans continues to fall, the value of assets in defined contribution plans like 401(k)s and IRAs continues to rise. In fact, according to ... -
IRA Tips 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 Employee Benefits Research Institute, nearly 25 percent ... -
Restricted Stock Unit Misconceptions Can Prove Costly
Today, fewer companies are offering traditional stock option plans to their employees than ever before. Instead, companies continue to migrate toward restricted stock units or RSUs as the preferred method ... -
The most dangerous risk to your nest egg may be yourself
The most dangerous risk to your nest egg may be yourself There is no shortage of investment dangers for investors to worry about. From the impact of interest rate hikes ... -
7 year-end tax tips for Individuals
The holiday season is upon us and tax planning is probably the furthest thing from your mind. For many taxpayers, more time and effort was put into their Cyber-Monday shopping ... -
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 house renovation/flip, there are many ...