Financial Advisor Insights

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

Updated for 2019. 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 […]

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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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Essential Money Moves for Professionals Transitioning to a New Job

A new job can be exciting: a fresh start, new title, and (hopefully) more money. But changing jobs also means navigating a new retirement plan and benefit package as well as tying up loose financial […]

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