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Financial Planning

Breaking Down IRAs

Individual retirement accounts (IRAs) are a type of tax-advantaged account that can help you boost your retirement savings. The most common IRAs you’ll choose from are traditional and Roth IRAs. Both are designed for long-term growth, but there are some key differences, including how your contributions are taxed and when you can withdraw funds. Here…

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How to Take Roth IRA Withdrawals

We are often asked about Roth IRAs, taxes, and inheritance. We want to share an article from a mentor and coach*, Ed Slott. In this article, he’s answering a question specifically about leaving a Roth IRA from a grandparent to a grandchild. How long will they have to take the money out? And will the…

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Short-Term Investing

When you think about short-term investing what comes to mind? We talk about long-term investing strategies regularly, but in this video we walk you through short-term investing. A short-term investment typically seeks to protect capital while generating returns. For many people there are various short-terms inside of a larger long-term. Your financial life is not…

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SECURE Act 2.0: What Changes Can We Expect?

There is another bill making the rounds in Congress called the Securing a Strong Retirement Act of 2021. It has been nicknamed the SECURE Act 2.0. What changes could we see if this second act passes? IRA owners will be able to wait until the age of 75 to begin taking their Required Minimum Distributions…

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Automated Investing vs. Human Guidance

When you’re looking for help managing your investment portfolio, you have a decision to make: Should you work with a financial advisor or a robo-advisor? A financial advisor is a professional specializing in financial planning, wealth management and other personal finance services. On the other hand, a robo-advisor is a digital platform that uses algorithms…

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Financial Conversation Tips for Couples

Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial concerns, goals and habits is key to a strong relationship. And open communication about these topics can help you and your partner work as a team toward common financial goals. How to talk…

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Breaking Down Socially Responsible Investing

Many investors want more out of their investments than just a good return. They want to know that the companies they invest in are ethical and responsible — that they build environmentally sustainable business models, advance a social good and operate in a transparent, ethical way. To identify these companies, socially responsible investors can use…

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Traditional Vs. Robo-Advisor

Technology is changing how we go about life in many ways. Investors are now faced with the decision between DIY options (sometimes called Robo-Advisors) and a traditional financial advisor like me and the other advisors at Strategy Financial Group. Can automated advisors replace financial experts? Here are some of my thoughts. Robo-advisors have gained popularity…

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Tips for Making the Most of Your Inheritance

Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that will be left to Generation X and millennial heirs. If you expect to receive an inheritance, planning ahead for how you will use the wealth and account for any taxes…

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How Does Dollar-Cost Averaging Work?

When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find yourself falling behind drivers that stayed in one lane the whole time. In the same way, you may feel the urge to time the stock market, attempting…

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