Financial Advisor Insights

Investing Outside of a 401(k) or 403(b) Retirement Account

Looking for ways to invest after maxing out a 401(k) or retirement plan at work is wise, especially considering contributions to retirement accounts may not be enough to fully fund the lifestyle you […]

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Should You Make Non-Deductible Contributions to an IRA?

Most high-income individuals are unable to make tax-deductible contributions to a traditional IRA due to IRS limits, yet their earnings level may allow the capacity to save more after maxing out a […]

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Prepaying Your Mortgage is Probably a Mistake

It's true: the idea of living without a mortgage payment sounds enticing. On the surface, it may also seem like a no-brainer financially...paying off debts is typically considered a positive thing. […]

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