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Do I Need An Estate Plan If I Don’t Have an Estate?

November 30, 2017 / 4:33 pm
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Estate planning can sound intimidating, but it’s something you should consider if you’re a bit of a control freak. Just kidding! Estate planning is for everyone and can help protect your family, save taxes, provide for children and grandchildren, and ease transition of ownership if you own your own business. Estate planning is more than just writing a will to …

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Planning for College Is More Than Just Saving for College

November 28, 2017 / 11:33 am
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If you’re like most people, your baby was barely a week old and you probably thought about the day they would head off to college. The old saying that “with kids, the days are long but the years are short” certainly applies when it comes to planning and saving for college. And as with most things, the more you research …

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Getting Down to Business With Business Planning

November 21, 2017 / 12:22 pm
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You wrote your business plan and rolled up your sleeves. Your vision became a reality. Now, what? You’re a year or more into what was once a glimmer of an idea. How do you measure what you have achieved against what you want to achieve –  the reality against the goal? As you may have figured out, there’s more to …

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How Much Insurance Do You Really Need?

November 16, 2017 / 2:13 pm
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As Sandra Bullock famously says in the opening scene of The Blind Side while describing highly paid NFL quarterbacks and left tackles, “Every housewife knows that the first check you write every month is for the mortgage and the second check is for the insurance.”  But how much and what kind of insurance do you really need? The answer to …

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Should You Consider a Roth IRA Conversion?

November 14, 2017 / 3:12 pm
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Since their introduction in 1997, Roth IRAs have garnered a great deal of attention as an alternative to traditional IRAs. The primary difference between the two types of retirement savings vehicles is the tax treatment of contributions and withdrawals. Traditional IRAs allow you to make contributions that are tax-deductible for the year of contribution, then pay taxes upon distribution. Roth …

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