Category: Investing

Smart Strategies for Investment Withdrawals

December 26, 2017 / 5:32 pm

investment withdrawal

You’ve put a lot of time and energy into saving money for retirement and now it’s time start withdrawing some of that money. Where do you start and how should you do it? You should do the same as you start drawing down the accounts, just as you used a strategy to save and invest for the future.   There is …

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Planning for Social Security

December 21, 2017 / 3:28 pm

social security

Social security is like a mythical beast. You know all about it but you don’t really understand it. It’s been part of your life forever, but you’ve never really experienced it. Apart from working for the majority of your adult life and “paying into the system”, there really isn’t too much you can do with regard to planning for social …

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Why You Should Have Regular Family Meetings

December 19, 2017 / 5:21 pm

family meeting

Ah, the dreaded Family Meeting. Those times when Mom and Dad have “something to say” and you know it’s going to end with more chores, more work, and probably someone in tears. Just like you, family meetings have grown up, and a regularly scheduled family meeting is a great time to take a pulse on what is important in everyone’s …

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Should You Consider a Roth IRA Conversion?

November 14, 2017 / 3:12 pm

roth ira

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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3 Reasons to Teach Your Employees About Money

November 9, 2017 / 4:36 pm

teach your employees about money

You understand that your employees are one of the most important assets your company has. Obviously, not a lot would get done without them. Still, it’s sometimes difficult for employers to appreciate just how much their staff is worth. For example, would you ever consider educating your employees about money? Although it doesn’t appear as though there would be an …

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