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Motivation Summer Book List
"Reading has been the fuel of my motivation: it has changed the direction in which I have traveled, and it has enhanced my creative...
How Investors Can Make Sense of Chaos and Uncertainty In The Markets
By Dan Goodwin - Chief Investment Strategist The last several years have whip-sawed investors with a wide range of both positive and...
Penalty Free Access to Retirement Funds with Rule 72(t)
By Dina Siracusa IAR, CDFA, MBA COVID-19 has had a tremendous effect on many Americans. The financial impact has been felt across the...
2022 Summer Reading List
It's been said, "you are what you are and who you are because of what has gone into your mind. You can change what and who you are by...
What Is A Black Swan?
In the financial markets a Black Swan is an unpredictable event that is beyond what is normally expected of a situation and has...
Common Investing Mistakes
In our personal lives, we have a conscience that keeps us from doing not-so-nice things. Sometimes we even get a creepy-crawly feeling...
The Age of Experience: Always Improving
It’s not just fine wines that get better with age. We also are always improving — growing more confident over time, having met challenges...
Don’t Avoid Family Conversations About Money
One of the first discussions a young couple may have when starting a family is about affordability. How will they pay for child care?...
Generational Differences in Handling Money
The baby boom generation is the demographic engine that has driven U.S. economic growth over the past 50 years. But now, as boomers work...
Tax Updates and Reminders
As we head toward the end of the year, consider maxing out your contributions on tax-advantaged accounts to help manage your 2019 return....
Can Your Portfolio Weather an Economic Storm?
Let’s talk a little about famous last words. On Nov. 8, 2007, then-Federal Reserve Chairman Ben Bernanke told lawmakers that the U.S....
Retirement Planning During Changing Times
According to the United Nations, across the globe, people older than 65 now outnumber children under five for the first time in history....
Year-End Tax Considerations
Now that we’re in the fourth quarter, it’s time to think about what you can do to help minimize your liabilities for the 2019 tax season...
Medicare Update
Some hard-working, taxpaying Americans get angry when they hear Social Security called an entitlement program, perhaps because the word...
The Simplified Home Office Deduction
By Daniel Goodwin We have seen a monumental shift to more and more individuals who are freelancers, consultants, or starting some type of...
Who Will Take Care of Mom and Dad?
By Daniel Goodwin Haven’t you been sitting around with your brother(s) and sister(s) and had the infamous discussion on who ranks where...
Is It Too Late To Save For Retirement?
By Daniel Goodwin You are 45 years old and it dawns on you that your college days are looking further and further in your review view...
7 Must Have Financial Advisor Requirements
By Daniel Goodwin As we begin to set our sights on 2020 I want to suggest to our readers that you consider going into the new year with...
How Women Can Achieve Financial Empowerment – and a Better Retirement
By Dina Siracusa If you're a married woman, chances are that one day you will be a widow. Will you be ready to handle finances on your...
Five Things You Must Know Before You Buy That New Car
By Daniel Goodwin Are you in the market to upgrade your wheels? How do you know the salesperson won’t take you for a ride? Not all car...
This material is for general information and education purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of nay investor.
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