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Wednesday, March 27, 2019

Traditional vs. Roth IRAs Perhaps both traditional and Roth IRAs can play a part in your retirement plans. Provided by Allison Donecker IRAs can be an important tool in your retirement savings belt, and whichever you choose to open...

 

Monday, September 17, 2018

What Should You Keep? Even with less itemizing, there are still tax documents you want to retain for years to come. Provided by Allison Donecker Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them,...

 

Monday, July 2, 2018

Good Reasons to Retire Later Working longer might work out well for you. Provided by Allison Donecker Are you in your fifties and unsure if you have enough retirement savings? Then you have two basic financial choices. You could start...

 

Friday, June 1, 2018

Beware of Lifestyle Creep Sometimes more money can mean more problems. Provided by Allison Donecker “Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money...

 

Thursday, February 15, 2018

Beware of Emotions Affecting Your Money Decisions Today’s impulsive moves could breed tomorrow’s regrets. Provided by Allison Donecker When emotions and money intersect, the effects can be financially injurious. Emotions...

 

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Thursday, February 1, 2018

Enjoy the Rally, But Prepare for the Retreat Investors may be lulled into a false sense of security by this market. Provided by Allison Donecker Will the current bull market run for another year? How about another two or three years?...

 

Tuesday, January 23, 2018

Everyone Is Talking About Bitcoin But when will the cryptocurrency bubble burst? Provided by Allison Donecker Investors are excited about bitcoin – perhaps too excited. Their fervor is easy to understand. On December 18, bitcoin...

 

Friday, October 27, 2017

So, You Just Won the Lottery, Now What? Successfully managing a financial windfall We’ve all heard the stories. If not first hand, at least in various news reports and anecdotes. Some “lucky” person picks the winning...

 

Friday, September 8, 2017

Should You Look at Insurance as an Investment? The arguments for and against that point of view. Provided by Allison Donecker Is a permanent life insurance policy an investment? One financial professional might answer that question...

 

Monday, July 10, 2017

401(k) Plans for Healthcare Practice Employees This may be one of the best things you can do for your financial health. Provided by Allison Donecker If you had a chance to save hundreds of thousands of dollars over time at no great...

 

Wednesday, May 3, 2017

When Someone Dies Without a Will Where do things proceed from that point? Provided by Allison Donecker Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens...

 

Friday, March 24, 2017

The Advantages of HSAs Health Savings Accounts offer you tax breaks & more. Provided by Allison Donecker Why do people open up Health Savings Accounts in conjunction with high-deductible health insurance plans? Well, here are some of...

 

Friday, February 3, 2017

Five Savings Secrets How to potentially increase your savings, without significantly lowering your quality of life. Provided by Allison Donecker What’s the problem? In general, when it comes to a lack of savings, it is often not...

 

Wednesday, January 25, 2017

Getting Your Financial Paperwork in Good Order Help make things easier for your loved ones when you leave this world. Provided by Allison Donecker Who wants to leave this world with their financial affairs in good order? We all do,...

 

Wednesday, January 11, 2017

Could You Create Your Own Pension Plan? SBOs are taking a new look at old-school defined benefit plans. Provided by Allison Donecker Contrary to popular belief, classic pension plans have not disappeared. Corporations have mostly...

 

Monday, December 19, 2016

Financial Steps to Take Before a Divorce Wise moves to make before things are finalized. Provided by Allison Donecker Before your divorce goes through, it will be wise to check up on financial matters. It will be better to assess the...

 

Monday, November 21, 2016

The Reasons for a Roth Solo 401(k) Here is a way for a solopreneur to save much more for retirement. Provided by Allison Donecker Self-employed? Seeking to ramp up your retirement savings? You should look at the potential of the Roth...

 

Wednesday, November 9, 2016

Volatility Is Not Risk The two should not be confused. Provided by Allison Donecker What is risk? To the conservative investor, risk is a negative. To the opportunistic investor, risk is a factor to tolerate and accept. Whatever the...

 

Monday, October 31, 2016

Do Women Face Greater Retirement Challenges Than Men? If so, how can they plan to meet those challenges? Provided by Allison Donecker A new study has raised eyebrows about the retirement prospects of women. It comes from the National...

 

Thursday, October 27, 2016

How Millennials Can Get a Good Start on Retirement Planning Some simple steps may make a major financial difference over time. Provided by Allison Donecker If you are younger than 35, saving for retirement may not feel like a priority....

 

Tuesday, October 18, 2016

How Much Home Can You Afford? That depends on a number of factors. Check on them to see if you are ready to buy. Provided by Allison Donecker Does buying a home make sense for you financially? It may or may not, depending on some...

 

Tuesday, October 4, 2016

Is This the Season to Change Jobs? The top financial considerations for those ready to make a move. Provided by Allison Donecker Switching from one job to another can literally pay off. Data from payroll processing giant ADP confirms...

 

Tuesday, September 27, 2016

Smart Financial Moves in Your 20s, 30s, 40s & 50s What might you think of doing when? Provided by Allison Donecker If you had a timeline of the financial steps you should probably take in life, what would it look like? Answers to that...

 

Friday, September 23, 2016

The Psychology of Saving How many households have the right outlook to build wealth? Provided by Allison Donecker Why do some households save more than others? Building household savings may depend not only on cash flow, but also on...

 

Tuesday, September 20, 2016

Retirement Now vs. Retirement Then Today’s retirees must be more self-reliant than their predecessors. Provided by Allison Donecker Decades ago, retirement was fairly predictable: Social Security and a pension provided much of...

 

Thursday, September 15, 2016

Mid-Life Money Errors If you are between 40 & 60, beware of these financial blunders & assumptions. Provided by Allison Donecker Between the ages of 40 and 60, many people increase their commitment to investing and retirement saving....

 

Thursday, September 8, 2016

When Is Social Security Income Taxable? The answer depends on your income. Provided by Allison Donecker Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a...