Financial Advisor Insights

5 Reasons You Shouldn't Make Non-Deductible IRA Contributions

Should you consider making after-tax contributions to an IRA? Anyone with an income can make non-deductible contributions to an IRA up to the annual limits. While these after-tax, non-Roth savings […]

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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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What Are Your Employee Benefits Worth? Depends What Choices You Make.

Benefit programs at work can offer employees and executives significant wealth-building tools. Unfortunately, individuals don't always know they can or should participate and sometimes the complex […]

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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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Maximizing Tax Benefits Through Charitable Giving

Unhappy with your tax refund? Surprised to learn you actually owe more? Now is the time to make changes for the current tax year to avoid a similar outcome next April. Consider charitable giving […]

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What Every Employee Needs to Know About Their Restricted Stock Awards

A restricted stock award (RSA) is one type of equity compensation that employers can offer to boost employee retention and better align the financial interests of staff and executives to the […]

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How a Roth IRA Could Make Your Kid a Millionaire

For most parents, it's a trifecta: help your kids learn about investing, save for retirement, and get fast-tracked to becoming a millionaire. It's possible, and surprisingly attainable. Here's how it […]

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Which Charitable Giving Strategies Offer the Best Tax Benefits?

For those who are charitably inclined, changes to the tax code that went into effect in 2018 may require adjustments to your previous strategy to receive financial benefits from your planned giving. […]

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5 Financial Tasks to Prioritize in the New Year

There's truly no better time than the present to get your finances set up for the New Year. Unfortunately, for many busy professionals, there just isn't enough time in the day to tackle seemingly […]

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Social Security Strategies for Married Couples with Unequal Incomes

It isn't always advantageous to wait until age 70 to file for Social Security benefits, especially when one spouse is the primary breadwinner and both spouses are eligible for benefits on their own […]

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Options for an Inherited IRA

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