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Retirement Planning

401(k) Plans: What’s In it for The Business Owner? 

401(k) Plans: What’s In it for The Business Owner? 

Estimated read time: 3 minutes  By Philip Alford, CFP® 401(k) Plans: What’s In it for The Business Owner?  Why Starting an Employer Sponsored Plan May Make Sense for Your Business  Looking for a way to attract and retain great talent? What about more ways to add value...

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Why Having a Financial Pro Matters

Why Having a Financial Pro Matters

Estimated Read Time: 2-3 Minutes A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to...

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Setting Goals as You Save & Invest

Setting Goals as You Save & Invest

Estimated read time: 3 mins Turn your intent into a commitment In personal finance, as with most areas of life, goals help us to grow and achieve more. Here are a couple reasons why we think each family should have financial goals put in place. Goals give you focus To...

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5 Money Questions to Ask Your Spouse

5 Money Questions to Ask Your Spouse

Estimated Read Time: 3 Minutes What are the keys in planning to grow wealthy together? When you marry, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you need to also succeed financially. The good...

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Do You Know Who Your Beneficiaries Are?

Do You Know Who Your Beneficiaries Are?

Estimated read time: 1-2 minutes Why should you periodically review beneficiary designations? Your beneficiary choices may need to change with the times. When did you open your first IRA? When did you buy your life insurance policy? Are you still living in the same...

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Why the First $100k is the Hardest

Why the First $100k is the Hardest

Estimated Read Time: 2-3 Minutes When you ask millennial's, what is your number one financial goal in life, most will answer, "To be a millionaire" or something similarly vague and lofty. What most millennials fail to understand is that it can be hard to become a...

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The Retirement Mind Game

The Retirement Mind Game

Estimated read time: 3-4 mins What kind of retirement do you think you'll have? Your outlook may influence your financial outcome. Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement? A whole field of...

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The Medical Expense Deduction in 2018

The Medical Expense Deduction in 2018

Estimated Read Time: 3-4 Minutes If you itemize, you should note the reduced medical deduction threshold for 2018.   This year, you can deduct qualified medical expenses exceeding 7.5% of your adjusted gross income. Next year, the threshold for the medical...

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Should I Adjust My Portfolio as I Age?

Should I Adjust My Portfolio as I Age?

Estimated Read Time: 2-3 Minutes As you approach retirement, it may be time to pay more attention to investment risk. If you are an experienced investor, you have probably fine-tuned your portfolio through the years in response to market cycles or in pursuit of a...

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Risks of Having an Annuity

Risks of Having an Annuity

Estimated Read Time: 2-3 Minutes These private income contracts do have potential flaws. It may not be good to have too many (or any) of your eggs in an annuity basket. Here are some important factors for you to consider. Fundamentally, an annuity contract means...

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5 Retirement Plans for Individuals & Businesses

5 Retirement Plans for Individuals & Businesses

Estimated Read Time: 3-4 minutes Households are saving too little for the future. According to one new analysis, 41% of Gen Xers and 42% of baby boomers have yet to begin saving for retirement. In a recent financial industry survey, 35% of small business owners said...

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Should We Reconsider What Retirement Means?

Should We Reconsider What Retirement Means?

Estimated Read Time: 3-4 Minutes An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to conclude her career at age 58; she serves as a...

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Catching Up on Retirement Savings?

Catching Up on Retirement Savings?

Estimated Read Time: 2-3 Minutes   Do you fear you are saving for retirement too late? Plan to address that anxiety with some creative retirement planning. If you have little saved for retirement at age 50 (or thereabouts), there is still much you can do to...

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Avoiding the Money Pitfalls of Past Generations

Avoiding the Money Pitfalls of Past Generations

Estimated Read Time: 2-3 minutes Take these financial lessons to heart. You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that. Live below your means and refrain from living on margin....

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