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Mar 29, 2021

ARP Stimulus Payment: Are You Eligible?

Just $1 too much could cost you your entire rebate. Reducing your adjusted gross income can help maximize your rebate without costing you a dime.

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Mar 22, 2021

Hiring a Financial Advisor: When is it Time?

Only you will know if and when it's the right time to hire a financial professional. There's an advisor out there for everyone, whether you're looking for a one-time financial plan or a long-term, comprehensive relationship.

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Mar 16, 2021

Thinking of a Second Home? Not So Fast.

Purchasing a second home should not be an impulse decision. It requires diligent research and financial commitment. Before you buy, consider the consequences, estate issues, and more.

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Mar 15, 2021

Tales from the Crypt-o

The BItcoin hype is back, but it is important to keep in mind that most of the companies investing in Bitcoin are doing so in very small amounts.

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Mar 15, 2021

Grandparent Owned 529 Plans: What You Need to Know

Helping a grandchild with their college expenses by putting money in their 529 is great! But do you know if contributions count as a gift or if the grandchild is a "skip person," or if it can hurt financial aid eligibility?

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Mar 8, 2021

Hedge Funds: Risky Investment or Portfolio Diversifier?

You must do your research before investing in a hedge fund. You will want to be familiar with the investment strategy and understand the fee structure as well as their liquidation rules.

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Mar 5, 2021

Does My Child Need Life Insurance?

Evaluating the reasons behind a desire to purchase life insurance on a child can be helpful with the question "does it make sense?" If you are protecting against future un-insurability, it's hard to argue an alternative solution.

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Feb 22, 2021

The Nanny Tax. How Does it Work?

So, you hired a nanny to reduce the pandemic chaos. But did you think about the tax issues involved? It’s worth taking the time to structure household employee arrangements at the beginning of an engagement, so everyone involved is protected from day one.

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Feb 15, 2021

Are you a Gambler or Investor?

Investing in certain parts of the market without a plan can result in the same dynamic as gambling. Are you ready to make a bet?

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Feb 13, 2021

Tax-Free Income In Retirement

For those unfamiliar with the Backdoor Roth IRA, this strategy entails making nondeductible contributions to an IRA and subsequently converting those assets to a Roth IRA.

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Feb 1, 2021

COVID and the Markets – A Year Later

After a surprisingly strong 2020, the stock market continued to perform well through most of January. No one knows what the rest of the year holds, so make sure that your portfolio reflects your long-term goals.

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Jan 28, 2021

GameStop Mania

While many view the Gamestop "short squeeze" as a victory for the 'little guy,' the story remains unfinished. Many individual investors stand to lose out considerably if the share price falls back to realistic valuations.

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