What’s Your Vision?
Five ideas for implementing your vision Are you a decision maker? Of course, you are. You’ve made major decisions about your life, your family,...
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Six reasons to consider a Roth IRA
The IRA that changed the retirement savings landscape You can sum up the appeal of a Roth IRA in three words: federal tax benefit....
Read MoreWhat Kind of Investor Are You? Are your choices based on evidence or emotion?
When it comes to being a successful investor, why does it seem easy for some, but so, so challenging for others? Here’s a hint…...
Read MoreBeware of COVID-19 Scams
Dear friend, I write this as my kids work on their math schoolwork a few feet away from me. There is much giggling and...
Read MoreKey Provisions of the CARES Act and New IRS deadlines
Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those...
Read MoreWhen You Fail To Plan, You Plan To Fail
This week has been bad news all around... the one-two punch of historic stock market declines combined with a global pandemic has everyone feeling...
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