Financial Advisor Insights

Is it always best to max out a 401(k)? Exploring the downside of tax-deferred growth

In personal finance, there aren't too many universally applicable hard and fast rules. Although some might reasonably argue that always maxing out annual pre-tax contributions to a retirement account […]

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Can You Save Too Much for Retirement?

With regular headlines reporting on the retirement savings shortfall facing many Americans, it may seem odd to consider whether it’s possible to save too much for retirement. Although this particular […]

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About to be Acquired: Managing Personal Finances During M&A Activity

Every industry has its own unique challenges. For professionals in biotech, pharma, and life sciences, the challenge is that most individuals don't stay at one company long enough to understand the […]

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Beware of the Deferred Compensation Plan

A nonqualified deferred compensation plan (NQDC) allows executives to defer income until a later date, therefore avoiding paying income tax until the money is paid out. While the cash is in "deferral […]

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Retirement Planning Strategies for Single Women

Single and unmarried individuals may be accustomed to being completely self-reliant, but when it comes to saving for retirement, it may take some extra planning to stay on track. Unfortunately, most […]

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The Best Ways to Build Wealth

What are the best strategies to build wealth and a comfortable lifestyle for you and your loved ones? The answer isn't sexy or complicated. The best way to build wealth and create financial security […]

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Year-end Financial Checklist

by Kristin McFarland, CFP® on November 14, 2017 in Financial Planning

The end of the year is a busy time for most people. Unfortunately, it is usually also the last opportunity to make financial moves that will count towards the current year. Depending on your […]

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New IRS Contribution Limits for 2018

The IRS has released the 2018 contribution limits. There are numerous cost of living adjustments to make note of. 

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The 4 Biggest Money Mistakes New Parents Make and How to Financially Prepare for a Baby

New parents and expecting couples undoubtedly have a lot on their mind. In all likelihood, the costs of raising a child and how to financially prepare for a baby are two of them. These financial […]

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Stock Options Explained

Stock options or awards can be quite complex. Whether you're just starting out and looking to understand what stock options are or you're ready to develop a strategy for your equity compensation, the […]

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