Estimating the Cost of College
It doesn’t take a degree in finance to see that the cost of college continues to rise. In its 2023…
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Does Your Portfolio Fit Your Retirement Lifestyle?
Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated…
What’s So Great About an IRA Rollover?
IRA Rollover Changing jobs can be a tumultuous experience. Even under the best of circumstances, making a career move requires…
Is a SEP-IRA Right for Your Business?
If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday…
Managing An Inheritance
Managing An Inheritance Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family…
Counteracting Capital Gains with Tax-Loss Harvesting
Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any…