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The Importance of Women Achieving Financial Confidence
Married or single, women are finding that taking an active role in their financial futures is critical. About 80% of married women outlive their husbands, and nearly half of all…
Read MoreTax Updates and Reminders
As we head toward the end of the year, consider maxing out your contributions on tax-advantaged accounts to help manage your 2019 return. While some accounts, such as an IRA…
Read MoreWhere Is Dad’s Money?
Imagine if, sadly, Dad dies or becomes incapacitated. You’re in charge of handling all his financial affairs, from managing his investments to putting income sources in place for Mom. …
Read MorePros and Cons of Legislative Inertia
While the 2020 presidential election gains steam, it seems that the passion for new legislation has taken a backseat. As of July 1, the Democrat-controlled House of Representatives had passed…
Read More2019 Midyear Outlook
Kiplinger recently noted that the U.S. stock market appeared more resilient than ever, having bounced back from a devastating end of 2018. Employment remains relatively steady, inflation flat and the…
Read MoreTech Talk: Energy Innovation, Machine Learning and Artificial Intelligence
Technology is the largest single segment of the stock market — bigger than the industrial and financial sectors. It’s also an industry of constant innovation and unlimited potential, presenting enormous…
Read MoreDon’t Avoid Family Conversations About Money
One of the first discussions a young couple may have when starting a family is about affordability. How will they pay for child care? Will one spouse quit their job…
Read MoreStock Market Roundup: What to Watch
Between 1926 and 2018, the S&P 500 experienced double-digit annual losses only 11 times. Not only did the market recover, but the index has never permanently lost ground in any…
Read MoreMore Tax Considerations For 2019
According to IRS estimates, taxpayers collectively pay about 82 percent of taxes they legitimately owe. This amounts to about $458 billion annually in lost taxes, based on data from 2008…
Read MoreBoosting Financial Literacy is a Top Priority
Financial literacy has always been a challenge. However, now that much of the burden of retirement income has shifted to employees instead of employers, it is all the more important…
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