Playing Catch-up Pays Off

Besides getting an AARP card, one of the most important benefits of turning 50, is the opportunity to fatten your savings account and watch your retirement investments grow. How do you do this? By taking full advantage of catch-up provisions that the US government provides for your tax-advantaged savings accounts, […]

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Bull Market Celebrates 9th Anniversary

The stock market hit a low due to the 2008 financial crisis in March of 2009 and we have been in a bull market ever since. The persistent rebounding of the market over the past 9 years has provided an incredible run for investors. To get a sense of the […]

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The One Step You Must Take Now

The largest tax reform that we’ve seen in decades has recently been passed by Congress. While many are focused on what that means to their weekly paychecks, it’s important to consider how this should influence your retirement savings strategy. While personal taxes are historically low, this may not last. In fact, […]

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Market Timing: Facts Vs Myths

Do you believe market timing can enable you to beat the market? Really? I can assure you there is no magic formula that predicts the exact time to buy low, sell high. Stock values are volatile as we are all too often reminded. Studies have shown that trying to time […]

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Tax Reform –The Stock Market And You

If you haven’t had a holiday since 2004, you’d be looking for some relief right about now. That’s what large U.S. companies that own foreign subsidiaries are thinking. They are excited about the proposed tax cuts gaining momentum in Congress that would include a lower corporate tax rate and a […]

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Let’s talk Roth IRA’s and Roth 401ks

As Americans, we have a veritable smorgasbord of retirement tools at our disposal, but none may better than the Roth IRA and Roth 401K. I’m such a strong believer in the Roth options because of their powerful tax benefits that I want to expand on the thoughts I had in […]

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The ABCs of IRAs

Saving for retirement should not be a tough nut to crack. Just ask your neighborhood squirrel – who innately understands how to save for the future. Well, you should think of an IRA account the same way. An IRA (individual retirement account) is a savings account that allows you to […]

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One, two, three….hike!

If you have bonds in your portfolio here’s a topic that might have special interest to you. On June 14 the Federal Reserve voted to increase interest rates by ¼%, the 4th rate hike since the Fed began to end its abundant monetary stimulus program. With more rate hikes expected to […]

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Dividends – An Investment that Keeps on Giving

It is often said that grandchildren are life’s dividends. But you don’t have to wait until you become a grandparent to reap dividends – if you are a savvy investor. First – let me define a dividend. A dividend is a reward given to a corporation’s shareholders for owning their […]

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Women Need Advisory Firm They Can Trust

The subprime housing crisis and prominent investment scandals, such as the extensive Ponzi scheme perpetuated by Bernie Madoff, have left the average investor wondering who to trust and how to grow their retirement and other investments. This is particularly true for women, who sometimes feel especially vulnerable when dealing with […]

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