Blog
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Make Your Charitable Giving Count: 7 Tips
Here are some ideas on how to make your giving more effective and more reflective of what is most important to you.
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Mixing Romance and Finance: Commingling and other Important Money Decisions for Couples
With Valentine’s Day approaching, having frank discussions about household finances may not seem like the most romantic topic. But...
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Handling Your Bucket List without Wrecking Your Finances
Here are a few items for consideration that can help you be as financially prepared as possible for the arrival of a second child.
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A Second Home in Retirement? Looking at the Costs and Benefits
Here are a few items for consideration that can help you be as financially prepared as possible for the arrival of a second child.
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And Baby Makes Four: Financial Planning and Your Second Child
Here are a few items for consideration that can help you be as financially prepared as possible for the arrival of a second child.
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“The End Is Near”: Good News or Bad News?
Are things really as bad as some say? Financial advisor and wealth manager Kimberly Foss offers some helpful perspectives on the current downturn.
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SECURE Act 2.0: What Employers and Plan Participants Need to Know
SECURE Act 2.0 offers some significant new provisions that will make it easier and more attractive for employees to participate in employer retirement plans.
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Are We in a Recession—or Not?
One of the dominant talking points this year—or maybe it would be better to call it a “questioning point”—is whether the US economy is or will be in a recession at some point. The other way this comes up is when you hear people wondering if the Fed will be able to tame inflation without forcing the economy into a recession: the much-hoped-for “soft landing.”
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Winning by Losing: Year-End Dividends and Tax-Loss Harvesting
As we near the end of 2022, the S&P 500 is down around 15% on the year, and the other major indexes are also underwater, to one degree or another. Despite that, however, ’tis still the season for taxable dividends and capital gains to show up in your mutual fund account—and on your tax return.
