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Part 2: Pension Plans & ‘de-risking’
Maybe you just like the way things are going. You may not want the responsibility that goes with reinvesting a huge sum of money. […]
Ryan LeBlanc
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Part 1: Pension Plans & ‘de-risking’
A new term has made its way into today’s financial jargon: de-risking. Anyone with assets in an old-school pension plan should know what it signifies. […]
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1099 forms: Explaining these ubiquitous forms and their uses
What is a 1099 form? This is a record of payment from an individual or entity, showing a payment, generated for your records. The individual/entity sends a copy to both the payee as well as the I.R.S. […]
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Section 199A business tax deductions
Many households, businesses, and other organizations are arranging their documents for the coming tax season. The changes to the tax code have inspired a great deal of discussion, confusion, and clarification. […]
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Staying Out of Debt Once You Get Out of Debt
Paying off a major debt produces a sense of relief. You can celebrate a financial milestone; you can “pay yourself first” to greater degree and direct more money toward your dreams and your financial future rather than your creditors. […]
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The Sequence of Returns
A look at how variable rates of return do (and do not) impact investors over time.
What exactly is the “sequence of returns?” […]
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Leaving a Legacy to Your Grandkids
Now is the time to explore the possibilities.
Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. […]
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Ways to Repair Your Credit Score: Steps to get your credit rating back toward 720
We all know the value of a good credit score. Sometimes, though, life throws us a financial curve and that score declines. What steps can we take to repair it? […]
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You’ve got choices on plans to meet college costs
How can you cover your child’s future college costs? Saving early (and often) may be the key for most families. Here are some college savings vehicles to consider. […]