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An Introduction to Estate Planning for the Sandwich Generation
Estate planning can be crucial to protecting your assets and providing for your children or other loved ones after you are gone. Here are some tips for Sandwich Generation members to begin their estate planning process.
How to Start a Budget that Sticks
Building a budget is a great way to get a handle on your finances and spending habits. It allows you track where your income goes each month, helping you to cut back where you need to or reallocate portions of your income to different areas in your life. But it can be overwhelming knowing where to get started. Here are a few tips for anyone looking to create a budget from scratch.
Rainy Day Projects: Estate Planning
Estate planning is crucial to ensuring that your affairs are in order should the unexpected occur. Here are some areas to consider:
Exercising Stock Options
You’ve probably heard that it’s best to exercise regularly and often (okay, release the guilt now). What about when it comes to exercising your company stock options? Is it that simple?
An Introduction to Estate Planning for the Sandwich Generation
Estate planning can be crucial to protecting your assets and providing for your children or other loved ones after you are gone. Here are some tips for Sandwich Generation members to begin their estate planning process.
Investment Changes
Recent Investment Changes
Investment Changes Summary With the backdrop of market fluctuations and the confirmation of the Fed raising interest rates this year, here are some of the changes we have made in our portfolios: Shortened bond fund durations within the conservative portion of our...
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March 2024 Investment Changes
Increased focus on high quality strong balance sheet companies in our equity holdings. Our mantra remains “not all companies are well prepared for higher interest rate era.”
It’s Never Too Late to Improve Your Financial Awareness
Financial education is constantly evolving. As investments, financial priorities, and the economy...
Maximizing Retirement Savings: The Medical HSA
The “medical IRA” offers triple-tax benefits and is a unique retirement tool As retirement...
Asset Allocation
Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset...
IRS Releases Standard Mileage Rates for 2024
Due to recent increases in the price of fuel, the IRS has increased the optional standard mileage...
A “Reality Check” for Emerging Families
Questions that need answers when thinking about enlarging your family Steven and Pamela Jackson,...
Changing Jobs? Know Your 401(k) Options
If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k)...
A Taxpayer’s Guide to Exemptions, Deductions, and Credits
When filing your income taxes, each taxpayer is different. Some prefer reducing the taxes they owe...
2024 Challenge of 401(k) Catch-Up Contributions
The SECURE 2.0 Act has sparked retirement confusion and concerns Retirement planning has become a...
Don’t Miss Out on These 5 Commonly Overlooked Tax Deductions
When you own a business, you get to deduct business expenses from your business income. This...
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