Do you have questions about withdrawing from your IRA? We like to describe the IRA as a bell curve, hopefully growing up over the years, and then slowly draining over the rest of your life expectancy, starting at age 70 … Continue reading
Are you trying to figure out what to save? How much? Where to put it? This can be very daunting. Make sure you sit with your financial advisor to go over the details of retirement planning. Here are a few … Continue reading
It is no secret that there are a lot of factors that go into planning for retirement. It is also important that each one gets addressed individually, and carefully. Many people stress over these issues, or even do not know … Continue reading
As the workforce grows ever more competitive, obtaining that college degree is more important than ever. Unfortunately, the costs of secondary education are on the rise, increasing more than 75 percent in many areas of the country over the past … Continue reading
12 January 2016
Eight Basic Money Lessons Everyone Should Know
The news is in, and it’s scary: Americans are falling behind the rest of the world when it comes to financial literacy. A recent study of 29,000 teens across 18 industrialized countries found that financial literacy rates in the United … Continue reading
4 November 2015
How to Survive in the Difficult World of the Middle Class
Is the middle class the “most endangered species in America“? Since the economic downturn of 2008, America’s middle class has been on the decline. Reports from the Pew Research Center show that both median income and median wealth have declined … Continue reading
18 October 2015
5 Tips for Handling a Windfall from an Inheritance
On the list of problems you really wouldn’t mind having, receiving an unexpected windfall in the form of an inheritance may just be at the top. Unfortunately, without careful planning and management, this dream can turn into a nightmare — … Continue reading
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