Seven Questions to Ask Before Investing

Subscribe to our weekly blog We have all heard of the seven deadly sins, things that you should never do or you risk the harshest of punishments. But many people ... Read MoreRead More

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Investing in a Roth as Part of College Education Planning

A Roth IRA can be a smart way to save for a child’s education or fund continuing education classes. However, the key is to maintain the right amount of risk ... Read MoreRead More

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Five Essentials for Early Retirement Planning

Who wouldn’t want to retire early and pursue their own goals and desires? The problem is that without sensible retirement planning it can be difficult to save up enough to retire ... Read MoreRead More

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What are the Hidden Fees associated with Annuities?

It’s not that there’s anything wrong with an investor paying fees for certain investments in their portfolio, but when it comes to annuities the key is ‘transparency,’ notes the WSJ’s ... Read MoreRead More

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Are Investment Fees Tax Deductible?

I was looking for a specific answer to this question and I found this great article from David Marotta on Forbes Magazine so I thought I would share on the ... Read MoreRead More

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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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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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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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