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Mar 22, 2022

529 Plans & Tax Time

Some (not all) contributions to your 529 account need to be reported on your tax return, along with some (not all) distributions made from your 529. That's not confusing at all, right?

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Jan 5, 2022

Home Equity Decisions

To determine home equity, a homeowner first needs to know the home's current value. All lenders will require a home appraisal with costs normally paid by the homeowner.

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Jul 19, 2021

Is Your Financial Goal only a Wish?

Goal-setting is a never-ending process. As your finances change, so will your goals. Time is of the essence. Defining goals early on can provide flexibility to adapt to life’s changes rather than accept the reality of a situation.

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Jul 9, 2021

The Financial Transition to Stay-at-Home Parent

The most apparent change to the household of a newly minted stay-at-home parent is the loss of income. How do you navigate those problems and others?

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Mar 16, 2021

Tax Diversification

Every investment account falls into one of three buckets: tax now, tax later, and tax never. Tax diversification is an important piece to “afford” flexibility.

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Dec 2, 2020

Dependent Care FSA Considerations for 2021

The tax savings experienced from dependent care FSAs are nice, but avoiding lost contributions at the end of the year should be the primary goal!

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Aug 10, 2020

Construction Fever

Having a say in every little detail of a brand new home sounds appealing, but be sure to weigh your financing options and consider the risks before breaking ground!

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Jul 20, 2020

The Budget Bride: Weddings Under $10k

Getting married shouldn’t mean taking on new debt. Start marriage off on the right foot by defining your budget and sticking to it. It’s possible to throw an above-average party at below-average costs! Here are some helpful tips.

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Apr 20, 2020

COVID-19: Impact on Student Loans & 529 Plans

Many students have financial decisions to make due to the COVID-19 pandemic. How does the CARES Act affect student loan borrowers and those who used a 529 plan for college expenses?

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Feb 24, 2020

5 Things to Know Before You Open a Roth IRA

Saving for retirement outside of a company-sponsored retirement plan—such as a 401(k)—might be easier than you think. But before you go and open a Roth IRA, there are some things that you will want to know.

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Feb 24, 2020

I’m 27: Here’s My Student Loan Repayment Strategy

As important as it may feel to conquer your student loan debt, do not lose sight of setting money aside for your future. Develop a savings strategy that aligns with your financial goals.

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Dec 16, 2019

Kate’s 2019 Holiday Gifting Ideas

Unsure of what to get your nieces and nephews, brothers and sisters for the holidays? Teaching your loved one about the power of investing and compounding interest could lead to big rewards in their future.

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