Estate Planning and Investing for Retiring Baby Boomers

Some baby boomers are skeptical about the stock market after being burned during the downturn 2008/2009. Now that the stock market has been booming for several years, it may be ... Read MoreRead More

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Do You Qualify for this Investing Tax Credit?

The Saver’s Credit: almost a well-kept secret? It’s becoming increasingly difficult for low to middle-income families to save; however, the IRS allows a Saver’s Credit that could mean a $1,000 ... Read MoreRead More

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How Can E-Money Save you Time?

Budgeting can be very time consuming and tedious which is why most people don’t do it.  Today we are going to discuss online budgeting/financial software and how it can help ... Read MoreRead More

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Millennials and Their Money: 3 Tips for Overcoming Investing Fears

When it comes to Millennials and their money, most Americans ages 18 to 29 would rather sit on a boat load of cash. They have a sinking feeling that investing ... Read MoreRead More

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Hidden Costs in Investing

There are many different ways in which costs are charged to your investment portfolio.   Many of these are hidden and are basically untraceable.  Today we are going to discuss a ... Read MoreRead More

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What is Dollar Cost Averaging?

Today we are going to discuss dollar cost averaging (DCA) and how it is most likely helping your retirement portfolio. “Dollar Cost Averaging-  The technique of buying a fixed dollar ... Read MoreRead More

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3 Reasons to Roll Over an Old 401K to an IRA

After leaving a company, former employees can usually opt to keep their 401K or move the money over into a Rollover IRA. The benefits of rolling over old employer 401ks ... Read MoreRead More

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Are You Coachable?

I will admit that I am happy that the San Antonio Spurs won the NBA title this year. I have been a Spurs and Tim Duncan fan for many years. ... Read MoreRead More

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Is it Safe?

Perhaps one of the biggest challenges that investors face is determining if “right now” is a SAFE time to invest (meaning not just the present, but any time). What makes ... Read MoreRead More

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