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6 Result(s) in the “Uncategorized” Category


Sep. 17, 2021

What You Need to Know About Inheriting a Roth IRA

We recently talked about what options you have when you inherit a traditional IRA from your spouse. But what about a…

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Apr. 30, 2021

Are You Paying Too Much in Fees on Your Retirement Plan?

Investing in a 401(k), Roth IRA, or IRA makes sense because of something called “compounding,” the nearly magical way money…

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Apr. 23, 2021

Why Value Stocks are Still a Bargain

A few months ago, I wrote about how recessions change market leadership, causing a so-called rotation. In other words, the types…

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Mar. 19, 2021

How Divorce Can Affect Social Security Benefits

If you’re a divorcee nearing retirement age, you may be wondering how your Social Security benefits will be affected. In some instances, divorced spouses…

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Feb. 5, 2021

Understanding the difference between a Tax Deduction and a Tax Credit (and why it’s important to know now)

President Biden and Treasury Secretary Yellen are looking to make some changes to the way that Americans save for retirement.…

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Nov. 20, 2020

How Can a Recession Change Market Leadership?

According to Investopedia, a recession is a period of economic downturn lasting more than a few months that is reflected…

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