Objective Advice You Can Trust

New Year’s Financial Resolutions: Get Your Finances in Shape

Many people make resolutions on New Year’s Day.  But no matter what your resolutions are, the key isn’t making the list, it’s…

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2017 Year End Tax Tips

If tax time brings you stress, read on.  First, take heart that you can act before the end of the…

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A Hierarchy for Retirement Savings

There are several account options available to investors for retirement savings purposes, including 401(k)s (403(b), 457, and the equivalents), IRA(s),…

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Essential Financial Planning Numbers for 2017

Here’s a summary of several of the key financial-planning numbers to have on your radar as we head into 2017….

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5 Financial Must-Dos Before Year-End

While you’re often exhorted to optimize every aspect of your financial life at the end of each calendar year, you…

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2016 Tax Fast Facts For Investors

It’s not hard to find tax information on the Internet – when quarterly taxes are due, 401(k) contribution limits, and…

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