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More Americans are Tapping 401(k) Plans – What to know before you take a loan
The number of 401(k) participants taking distributions from their retirement plan is on the rise. In fact, a recent study from the Transamerica Center for Retirement Studies found that a ... -
Overcoming Common Retirement Misconceptions
Are you “retirement-ready”? Many people dream of a retirement filled with time spent traveling, enjoying hobbies and making lasting memories with family. However, it is not always easy to know ... -
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 warm weather retreat in retirement to a house renovation and sale, ... -
Year-End Tax Loss Harvesting May Help Reduce Tax Liability
2022 has been a turbulent year for the markets. From concerns about inflation and Federal Reserve rate hikes to fears over an economic slowdown and recession, volatility has entered back ... -
New Gift Tax Rule Will Apply For 2023
The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world. Changes in estate tax laws on both the federal and state level have ... -
Tax Scams are on the Rise This Tax Season
The Internal Revenue Service has continued to warn taxpayers about the importance of avoiding the myriad of tax scams and schemes this tax season. According to the IRS, thousands of ... -
5 Wise Ways to Use Your Tax Refund
The Internal Revenue Service kicked off their tax season back on January 24th and expect more than 160 million tax returns to be filled this year with nearly 115 million ... -
How To Avoid The Most Common Mistakes Made by Small Business Owners
The number of small businesses in the United States continues to rise. In fact, according to the U.S. Small Business Administration, there are 30.2 million small businesses employing an additional ... -
Is a Roth 401(k) Better than a Traditional 401(k)?
The number of employers offering a Roth 401(k) option is on the rise. In fact, a report from The Plan Sponsor Council of America suggests that 70 percent 401(k) plans ... -
Rebalancing After the Rally – Is it Time to Review Your Allocations?
Despite the global impacts of the pandemic, the U.S. stock market has seen a dramatic move upward since March of last year. While it is certainly encouraging for investors to ...
