Your Retirement Tax Planning Checklist

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The past year certainly has been tumultuous in many ways, including for retirement savers trying to keep up with tax planning.  There have been a number of changes to your taxes on the legislative front in regard to the pandemic,… Continue reading

 

Avoid Holiday Spending Blues With These Expert Tips 

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Overspending can be as much a part of the holidays as latkes and caroling. While it’s easy to say “make a budget” there are ways to simplify the process and stay on track. First, go ahead and make that budget,… Continue reading

 

Thinking of a Move? Here’s What to Consider

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Does living, working, and playing at home during the pandemic have you feeling antsy to upgrade your space? In his recent column for the New York Times, Ron Lieber outlines which considerations you should address carefully when making this life… Continue reading

 

The Importance of Funding Your Child’s 529 During Stock Market Unrest

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While we grapple with uncertain times and stock market volatility, Washington Post contributor Michelle Singletary advises that one thing remain steady: contributions to your child’s education fund. Find out the importance of regular 529 contributions, even during an uneasy economic… Continue reading

 

A Valentine’s Day Gift That Keeps Giving — Spousal IRAs

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In this article for MarketWatch, Senior Director for Retirement and Investor Research at the Investment Company Institute Sarah Holden explores the benefits of a spousal IRA and reminds readers that it’s not too late to make the contribution count for… Continue reading

 

Inheritance? Here’s Why Not to Pay Off Your Mortgage

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We all know the stories of famous athletes who go broke. And then there is the infamous “lottery curse,” where winners end up bankrupt a few short years after hitting the jackpot. Most folks think that they’re smarter than that.… Continue reading

 

5 Smart Investment Moves for Entrepreneurs

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In light of National Entrepreneurs’ Day recently, we at Rebalance salute all entrepreneurs for their innovation, creativity and hard work.  For those who are self-employed, consider the following  must-do investment moves. In this Entrepreneur Magazine article, contributor John Boitnott recommends… Continue reading

 

How to Rescue a Ghosted 401(k)

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Our very own Sally Brandon, Senior Vice President of Client Service and Advice, tells U.S. News & World Report how rolling it over into an individual retirement account (IRA) can provide tax benefits and boost your retirement savings. 7 Best… Continue reading

 
women investing

Women can — and should — take charge of their personal finances

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In her column for the Washington Post, Michelle Singletary regularly calls on women to take charge of their finances. And she has a valid point in doing so. Women are statistically going to be the sole money manager of their… Continue reading

 
    
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