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Video: When Does a Roth Conversion Make Sense?
1-Minute Video:With a traditional IRA, you may qualify for a tax deduction when you invest your money. But later, when you take the money out in retirement, all those distributions are taxed. The Roth IRA is the opposite. It...
Read MoreVideo: What's the Best Way to Set Aside Funds for Future College Costs?
1-Minute Video:One way to plan for your children's college education is through a 529 plan, which is an education savings plan operated by a state or educational institution. The name 529 comes from section 529 of the Internal...
Read MoreVideo: How to Double Your Money
1-Minute Video from YouTube:People often ask us, “How long will it take to double my money?’ You can find the answer with the rule of 72. Here's how it works. Compounding interest is the interest you earn on a growing...
Read MoreHow to Set and Keep Financial Goals
1-Minute Video on YouTube:Written goals are your road map to financial success. Be specific, simple, and realistic and include time frames and dollar amounts. Have some big goals and some small ones. Include a savings plan and an...
Read MoreVideo: 5 Common Mistakes to Avoid in Retirement
1-Minute Video on YouTube:You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire. First, don’t retire too soon. Lifespans are...
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6 Crucial Areas of Portfolio Supervision
Is the person overseeing your portfolio an expert in personal finance and investment? Also important, Is this person a fiduciary, or in other words, someone who is obligated to look out for you and your family’s best interests?...
Read MoreKen Corlett
When it comes to financial planning, are you focused on the big picture? When was the last time you thought about your financial game plan? Ken Corlett is a Certified Financial Planner, and he helps clients focus on life goals and how...
Read MoreFour Basic 1031 Exchange Rules for Real Estate Investors
If you own investment property, you need to know how the IRS Section 1031, commonly referred to as a 1031 exchange, can work for you. A 1031 exchange is a strategy that allows an investor to defer capital gain taxes by selling a...
Read MoreHow to Maximize Social Security Survivor Benefits
Many people overlook the importance of benefits for the surviving spouse when they initially file for Social Security. Postponing collection of benefits can earn workers 8% in delayed retirement credits every year from full retirement...
Read MoreWhen Does a Roth Conversion Make Sense?
With a traditional IRA, you may qualify for a tax deduction when you invest your money. But later, when you take the money out in retirement, all those distributions are taxed. The Roth IRA is the opposite. It has no deduction when...
Read MoreWhat's the Best Way to Set Aside Funds for Future College Costs
One way to plan for your children's college education is through a 529 plan, which is an education savings plan operated by a state or educational institution. The name 529 comes from section 529 of the Internal Revenue Code, which...
Read MoreHow to Double Your Money
People often ask us, "How long will it take to double my money?" You can find the answer with the rule of 72. Here’s how it works. Compounding interest is the interest you earn on a growing g amount of money.) To find out how...
Read MoreWhich Retirement Plan Should I Choose?
Choosing a retirement plan is a great step toward financial security. There are several types available, but here are the most common: 401(k)s and 403(b)s are plans offered by employers. 401(k)s are offered by for-profit companies,...
Read MoreHow to Set and Keep Financial Goals
Written goals are your road map to financial success. Be specific, simple, and realistic and include time frames and dollar amounts. Have some big goals and some small ones. Include a savings plan and an emergency fund. Pay off...
Read MoreWhy is Asset Allocation Important to Investing?
To keep your investment portfolio on target for financial goals, you want to balance risk and diversify your assets. That’s the purpose of asset allocation - the process of dividing your portfolio among major categories like...
Read More5 Common Mistakes to Avoid in Retirement
You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire. First, don’t retire too soon. Lifespans are increasing and many retirees...
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