It sounds counterintuitive—why would a wealthy clients care about saving a little money on wine? But they didn’t get wealthy by accident. They love to get value
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2022 sure has been a rough one for both stock and bond markets. Fueled by fears of higher inflation caused in part by the Russian invasion, higher energy, Covid
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We’ve often discussed the possibility of converting a portion of your traditional IRA to a ROTH. The process involves moving some or all of your traditional IRA
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A spouse beneficiary of a tax-deferred retirement account must take precautions to avoid the 10% early distribution penalty if they are under age 59½.
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The SECURE Act was designed to increase access to retirement plans and encourage retirement saving for many Americans. It also changed the rules for retirement
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One of the only benefits of getting older is the feeling that you’ve been here before. While younger people are running to buy companies that have little or no
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Moving to a tropical locale when you retire—it is a fantasy but not many people actually do it. How could retirement relocation affect you, and how realistic
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Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many
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Fitness centers typically see a surge in attendance at the start of January, when millions of Americans resolve to get in shape by exercising more. By February
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Low interest rates and work-from-home trends bode well this year for home building and prices, but much depends on how the Federal Reserve responds to rising
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It’s time for our annual review of asset allocation models and how they performed over the past 50 years in both accumulation mode and distribution modes.
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The new year is the perfect break in the calendar that allows us to take off the old and put on the new. It’s like turning the page. It’s a new chapter. It’s a
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