Posts tagged Your Money
Empower New Graduates with Gifts of Independence

While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.

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New Year, New You… Not True?

Resolutions to improve your financial situation similar to one’s made last year? Here’s how and why to consider actions and timeframes, instead of focusing on desired outcomes.


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Eye Opening Costs At Open Enrollment?

Over past year, health insurance prices have increased 3X to US inflation. It’s time to fully understand HDHP, HSA and how to do your cost/benefit analysis.


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Resolutions Gone Bad: Rein In Your New Year.

How to make financial resolutions that lead to successful planning outcomes.

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Inflation: Increase assets, borrow, and lock in debits.

Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.

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Tax Loss Harvesting: Give Thanks And Slice Your Pie

Losing investments can offset realized profits as well as up to $3,000 in non-investment income each year.

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Open Enrollment: Benefits to Opt-In for your HSA

HSA can offer “triple tax benefits”: tax-free contributions, tax-free earnings, and tax-free distributions.

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Rising Rates, Sinking Values: Are Bonds Dead?

Since 1976 the bond market has been negative just 3 times, 2021 could be the fourth and worst.

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Revisiting - Dividends: Evolve Beyond Yield

Revisiting the conundrum for income investors in today’s low-interest rate environment.

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Be Proactive and Less Reactive

Big picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.

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The SECURE Act: Congress spins “Taxman” for next generation

New 10-Year Rule eliminates waiting for taxes and forces assets out of Roth IRAs.

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Are you a Sandwicher? Embrace it!

In planning for 3 generations, ways to embrace communication and change.

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