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Retirement Plan Choices for Small Businesses
As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? There are a number of choices when creating retirement plan strategies for you...
Five Most Overlooked Tax Deductions
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities to manage...
Social Security: The Elephant in the Room
For most Americans, Social Security has represented nothing more than some unavoidable payroll deduction with the positively cryptic initials of “FICA” and “OASDI” (Federal Insurance Contributions Act and Old Age, Survivors and Disability Insurance). It hinted at a...
Women on the Rise
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Helpful Retirement Strategies for Women
Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they accumulate less income and benefits due to their time absent from the...
Prevent a Rift: Money Tips for Newlyweds
Research suggests that 70% of married millennial couples argue about financial decisions more than any other topic. This could explain why some experts say financial problems are one of the top reasons marriages fail.1,2 Fortunately, when couples work together to...
Women and Financial Strategies
Forty-four percent of American women are the primary breadwinner in their house.1 Yet only 10% of women feel very confident in their ability to fully retire with a comfortable lifestyle.2 Although more women are providing for their families, when it comes to preparing...
Separating the Signal From the Noise
What kind of role can a financial professional play for an investor? The answer: an important one. While the value of such a relationship is hard to quantify, the intangible benefits may be long-lasting. There are certain investors who turn to a financial professional...
3 Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms, but typically consist of couples with children from previous relationships. Here are a few...
Everything’s Better With Bacon
Everything’s Better With Bacon It even makes understanding inflation easier. “Bacon’s the best. Even the frying of bacon sounds like applause. Bacon bits are like the fairy dust of the food community.” – Jim Gaffigan Let’s face it: talking about bacon is always fun....
Assess Life Insurance Needs
If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. In fact, according to a 2019 study conducted by Life...