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How to avoid gift taxes
How to avoid gift taxes We have received several inquiries this year from clients who want to make a financial gift to a family member…
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What are you telling nervous clients to do now?
With the world’s stock markets having a rough start to 2016, the most common question of late from business and personal finance reporters has…
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Major changes to Social Security: How do they affect you?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is…
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Is it better to leave a 401(k) account with a former employer or roll it over to an IRA?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is…
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Can I just live off interest?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…
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6 Tax Planning Strategies for Better Investment Returns
A mistake we see prospective clients make is not spending enough time tax planning. Their tax planning is usually done after their taxes are filed,…
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Overlooked aspects of Roth accounts
“Tax free earnings”- that sure has a nice ring to it! Roth IRAs and Roth accounts in retirement plans such as 401(k)s and 403(b)s are…
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What happens to my IRA money after I die?
What Happens to My IRA Money After I Die? Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street…
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Should I convert to a Roth IRA?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…
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How to stay happy in retirement
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…
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When should you file for Social Security?
Making News… We produce regular Q&A columns for MarketWatch, a personal finance website of the Wall Street Journal and Florida Today as well as columns…
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Year-end financial planning
Although the ups and downs of the financial markets get considerable attention, personal financial planning involves much more than just managing investments. While we…
