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Where Will Your Retirement Money Come From?

Working in Retirement: New trend or same old story? During the past year, one survey found 13% of workers now…

A Primer on Dividends

A company’s profits can be reinvested or paid out to the company’s shareholders as “dividends.”

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Traditional vs Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

How Income Taxes Work

“Tip: Refund Stats. The average refund during 2017 was about $2,860.” — Source: Internal Revenue Service, 2018 The Internal Revenue…

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Investment challenges of the affluent investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer. One of the common threads…

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Gun Ownership and your homeowners policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Investing with your heart

For some, the social impact of investing is just as important as the return, perhaps more important.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.