If it’s an investing question, the usual debate goes something like this: Buying allows for capital appreciation and tax advantages, but renting is cheaper and you could be investing the extra money in the stock…
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If you already have a 401(k) plan for your business, you’ve seen the benefits it can provide in tax-advantaged saving for retirement, as well as helping to retain staff with a comprehensive benefits package. But…
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Inflation has been hitting everyone’s wallets all year long. With the cost of everything from fuel to pasta going up, a 40-year high in the cost-of-living-adjustment (COLA) for social security sounds like a good thing….
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October Recap and November Outlook Economic data showed some movements in the right directions, both up and down. The Federal Reserve responded by talking about letting the economy catch up to the rate increases already…
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Determining the right investment plan for you usually comes at the end of your financial planning process. After an extensive review of your current situation, assets, debt, income, and future goals, the final step is…
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Waiting until 65 to retire isn’t as easy as it used to be – especially since, for many people, their retirement age is now closer to 67. But retiring early and successfully requires planning to…
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Inflation has been making every area of our lives more expensive as the costs of the goods and services we use every day have skyrocketed. The Federal Reserve is attempting to lower inflation by using…
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There’s one question we hear most often from those nearing retirement, is some variation on this: “How do I get my money out of my retirement plan and into my checking account?” The question is…
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For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to hire a professional. This could be at any stage of life; it’s more about the…
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September Recap and October Outlook The Fed raised the key short-term interest rate by another 75 basis points at the September FOMC meeting, but the big news wasn’t the well-anticipated rate increase. It was Chairman…
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