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How to Fit the Kids’ College into Your Financial Plan

By Beth Schanou

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to …

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The Promise of the Biotech Industry and What It Could Mean to Investors

Posted on April 14, 2021

Traditional or Roth – Which IRA Works for You?

Posted on March 24, 2021

The Cost of Infertility: How to Navigate the Finances of IVF

Posted on March 17, 2021

Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

Posted on March 15, 2021

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In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

Posted on January 28, 2020

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

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10 Common Estate Planning Mistakes (and How to Avoid Them)

Posted on December 6, 2019

4 Ways To Improve Your Estate Plan

Posted on November 11, 2019

Breaking Down The Basics Of HSAs

Posted on August 26, 2019

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Posted on February 19, 2019

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Market Commentary

Market Commentary: April Jobs Report Disappoints, Falling Short of Expectations

The U.S. job market added only 266,000 jobs in April, missing expectations of nearly 1 million. March’s gain of more than 900,000 new jobs was revised down to 770,000. The data show the U.S. job market slowed rather than accelerated in April. The leisure and hospitality industry experience …

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Market Commentary: GDP Surges After Stimulus, Fed Reiterates Low Interest Rates

Market Commentary: S&P Shows Strong Growth as Housing Prices Continue to Climb

Market Commentary: Initial Jobless Claims at the Lowest in a Year, Retail Sales Surged

Market Commentary: Inflation Could Be On the Horizon, Service Businesses Make a Comeback

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Newsletters

Managing Your Wealth with Life Insurance through Life Stages

Posted on May 6, 2021

Life insurance can be confusing. It’s a protection tool for your family, but can also be an investment tool. Your beneficiaries get the payout when you die, but you can draw funds from it while you’re still alive.

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Blog

How to Fit the Kids’ College into Your Financial Plan

The Promise of the Biotech Industry and What It Could Mean to Investors

Traditional or Roth – Which IRA Works for You?

The Cost of Infertility: How to Navigate the Finances of IVF

Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

In the News

In the News

3 Roth Conversion Traps To Avoid After The SECURE Act

10 Common Estate Planning Mistakes (and How to Avoid Them)

4 Ways To Improve Your Estate Plan

Breaking Down The Basics Of HSAs

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Market Commentary

Market Commentary

Market Commentary: April Jobs Report Disappoints, Falling Short of Expectations

Market Commentary: GDP Surges After Stimulus, Fed Reiterates Low Interest Rates

Market Commentary: S&P Shows Strong Growth as Housing Prices Continue to Climb

Market Commentary: Initial Jobless Claims at the Lowest in a Year, Retail Sales Surged

Market Commentary: Inflation Could Be On the Horizon, Service Businesses Make a Comeback

Newsletters

Newsletters

Managing Your Wealth with Life Insurance through Life Stages

How a 529 Plan Can Help You Save for College and Invest in the Future

Tax Tips for Business Owners in a COVID World

Help Improve Your Financial Plan This Year with These One-time Adjustments

Giving to Charity for the Holidays, Even Though It’s 2020

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