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Image for Legal Medical Documents: Don’t Leave for College Without Them!

Aug 26, 2019

Legal Medical Documents: Don’t Leave for College Without Them!

As your child heads off to college, you might feel a bit of relief knowing that your job is done...at least for a few months. But if you don’t have legal medical documents in place for your child, your job just became much harder should your student be hurt or incapacitated while away from home. Read on for our advice on documents it makes sense to have in place so you can make healthcare decisions for your child should he/she be unable to.

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Aug 20, 2019

Understanding Equity Compensation

Equity compensation can be a confusing topic for many workers, but it’s becoming a more common and accepted method of payment to workers, especially in the tech sector. We explore the types of equity compensation and what a payout might look like for you.

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Aug 19, 2019

Want A Guaranteed Negative Return?

The recent sharp downward move in interest rates, coupled with recent downturns in the market, has created an interesting situation for some investors – guaranteed negative returns on nearly 25 percent of bonds currently trading. What could this mean for your portfolio? Read on for the details.

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Aug 19, 2019

What Should I Do with My Old Retirement Accounts?

Times have changed. Your parents may have worked for the same company their entire career, but we’re in the day and age of job-hopping.

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Aug 12, 2019

Can You Recoup College Expenses with Tax Credits?

If you have a student heading off to college soon, now might be a good time to review your options for saving money on college expenses. A good place to start? Two tax credits – the AOTC and the Lifetime Learning Credit – that can reduce your tax liability by up to $2500 and $2000, respectively. We discuss the criteria for these credits and which might be better for your particular situation.

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Aug 12, 2019

Retiring at 50: The Keys to Early Retirement

Do you aspire to retire at the age of 50? If so, you’ll need a fool-proof plan. In no special order, we have listed below the essentials to an early retirement.

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Aug 6, 2019

Jump-Start Your Wire Transaction

Wire transactions can be a great way to move money from account to account quickly…but they can also come with their own set of headaches. We want the process to be as seamless as possible for you, so we’ve outlined several ways to jump-start your wire transaction and make the process easier.

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Aug 6, 2019

Challenges of the Sandwich Generation

According to the Pew Research Center, 15% of middle-aged adults will end up financially supporting a parent and a child at the same time. If you find yourself in that 15%, you’re part of what has become known as the Sandwich Generation. We discuss what you should think about if you find yourself being sandwiched between the two generations.

Image for Parents: 4 Tips to Help Your Student Ace Finances

Aug 6, 2019

Parents: 4 Tips to Help Your Student Ace Finances

High school graduations are just around the corner and in the past year you’ve likely spent a lot of time helping your child determine their field of study as well as the right college.

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Aug 5, 2019

How to Make Tax Efficient Investments

Taxes are an important consideration in investing. They should not be the sole driving force behind investment decisions, but investors should take them into consideration.

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Aug 5, 2019

Debt Ceiling or Debt Sunroof?

What is the debt ceiling and why is it important? In the wake of the recent budget agreement, the debt ceiling has been temporarily suspended. What does the suspension of the debt ceiling mean, and how could it affect you? We’ve examined the recent deal and discuss the potential pitfalls of operating without a cap on the country’s debt.

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Jul 30, 2019

What’s Your College Student’s Financial Intelligence?

Your child is heading to college…The car is packed, and you’re ready to move her in. But aren’t you forgetting something? Have you talked with her about finances and making good financial decisions while she’s away? Now’s the perfect time to have that chat and make sure she’s ready to face all the financial intelligence “tests” she’ll encounter in college.