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Sunday, July 25, 2021

Imagine your reaction to the following scene: You return home from work one night to find your teenage daughter running gleefully about with a letter in her hand. When you calm her down, she tells you that she has just been accepted to...

Sunday, July 11, 2021

When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed that if she paid her premiums on time, she could sit back and not think about life insurance anymore. Judy’s...

Tuesday, July 6, 2021

For many parents, COVID-19 restrictions resulted in a double-whammy of adjustment both professionally and personally. Along with managing the new normal in their jobs, parents became teachers, tutors, and counselors as they helped...

Friday, June 25, 2021

Though U.S. taxpayers received an extra month to file and pay their federal income taxes in 2021, some are still smarting from having to write a check to the IRS.[1] For many, it can be tough to make the connection between those...

Tuesday, June 1, 2021

While many of the taxable markets have generated negative returns this year, both the high quality and high yield municipal markets have generated positive returns (no guarantees that will continue, of course). State and local...

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Friday, May 21, 2021

Too many focus on immediate needs versus saving for retirement American workers find it difficult to save for retirement because their distant financial needs tend to take a backseat to more immediate economic concerns, even if they...

Friday, May 14, 2021

Corporate wellness programs have been key tools in improving productivity, employee retention, and creating a more desirable corporate culture. While many companies have put a strong focus on physical wellness plans, many are just...

Sunday, May 2, 2021

A 529 plan is a state-sponsored tax-advantaged plan designed for saving for future education expenses authorized by Section 529 of the Internal Revenue Code. If used for education, the assets grow tax-free. According to the College...

Saturday, April 17, 2021

Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Keeping yourself committed to your goals may be difficult, especially when times may be financially tough. But by staying...

Tuesday, April 13, 2021

If you're a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans....

Saturday, April 10, 2021

As your retirement draws closer, you will probably start to have lots of questions such as: How much Social Security will I receive? When should I retire? How will I know when to retire? Do I have enough saved? What will I need to do...

Monday, April 5, 2021

Many have heard Social Security retirement benefits referred to as part of the "three-legged stool" of retirement: Social Security, a pension or defined benefit plan, and personal savings.1 The idea is that with these three sources of...

Thursday, September 5, 2013

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Tuesday, July 30, 2013

Best of Investing Radio Show February 23, 2013 welcomes back Jeremy Forcier as a co-host. Edward, Mark, Jeremy, and Rick discuss the current real estate craze and what is happening with interest rates.