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The Complexity of an IRA

For the most part, owning and funding an IRA seems pretty simple; Put money in, let it grow and then draw it out at retirement. Unfortunately, it is not that simple as there is a lot more to it than that. 

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Don’t Forget About This

When people think of estate planning, it is generally thought of only being needed by the ultra wealthy.  Actually though, this isn’t the case.  Whether people realize it or not, estate planning is

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Are You Trustworthy?

There are many different types of effective trusts for accomplishing specific things in retirement and estate planning.  Unfortunately, many people don’t ever consider using a trust because of the perception

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IRA Inheritance Disasters to Avoid

IRAs and other types of retirement accounts are perceived by many people as pretty simple plans.  But, as we have discussed in the past, there are many complexities to IRAs that can cause big problems. 

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Leave Memories, Not Problems

In a recent American Association of Retired Persons (AARP) survey, 75 percent of individuals responded that not being able to communicate their wishes would be worse than death. Despite this, less than

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Uncharted Territory: All Time High Markets

We are in the midst of witnessing a tremendous nine month rally on Wall Street.  The S&P 500, the Nasdaq Composite and the Dow Jones Industrial Average are all repeatedly settling at all-time peaks. 

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You Just Need to Win

Let’s start with the facts. Many market indexes are essentially at all time highs, including the Dow, the S&P 500 and the Nasdaq. We are in the second longest bull run in history. And there has

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Do You Have a False Sense of Security?

Over the last several years, the overall markets including the S&P 500 index have been on one heck of a run. In fact, according to Yahoo finance, the S&P 500’s average annualized gains over

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Just Like Real Estate, the Location of Your Money Matters

When the words location, location, location are used or heard, most people think of real estate, as many times the value of the real estate or property is all about its location.  The same can be said

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How to Maximize Your Retirement Accounts The Easy Way

Every year there are rule, guideline and tax law changes to deal with when it comes to saving for and managing your retirement plan. This year is obviously no exception with a new Presidential administration,

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