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Tips for managing sudden wealth
The largest single lottery jackpot in the United States was won on August 23rd - a cool $758.7 million dollars. Rather than receiving annual payments over 30 years, the winner ... -
401(K) LOANS: THE DANGERS OF BORROWING FROM YOURSELF
Loaning money to yourself from a 401(k) may seem like a great idea. After all, these loans result in paying interest to yourself rather than to a lender which may ... -
DO THESE FINANCIAL RULES OF THUMB APPLY TO YOU?
For many Americans, getting a handle on complex financial topics can sometimes feel like trying to understand another language. In response to this, financial pundits created “rules of thumb” with ... -
Strategies to sidestep capital gains taxes
Nothing takes a bite out of investment gains like a capital gains tax. Unfortunately, investors consistently under-estimate the amount of capital gains taxes that can be owed when they choose ... -
Simple strategies to simplify your estate
The loss of a loved one can be one of the most emotionally challenging things for anyone to face. Unfortunately, before many people have a chance to mourn this loss, ... -
Cash Balance Plan – How To Make 10 years’ worth of retirement contributions in one ...
According to the U.S Small Business Administration, there are nearly 28 million small businesses in the U.S. Unfortunately, only 44 percent offer 401(k) plans and even fewer offer defined benefit ... -
7 Strategies for first time home buyers
The real estate market continues to heat up. Historically low unemployment and interest rates coupled with shrinking housing supplies has caused home values to increase in many markets. In fact, ... -
Best & Worst states for taxes
When it comes to income, it’s not what you make, but what you keep that counts. While many taxpayers think of Federal taxes as the larger percentage of taxes paid, ... -
5 Smart ways to invest your tax return
The Internal Revenue Service expects more than 153 million tax returns to be filled this year with nearly 111 million taxpayers receiving a refund. That’s right – over 70 percent ... -
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 ...
