Articles

Money Minute: Charitable Giving Strategies

Charitable giving can be incredibly rewarding, and if you regularly donate substantial gifts such as $1,000 or more to your favorite causes, there are some strategies you should consider.

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Managing Debt While Saving for Retirement

It's a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you're not alone.

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Have You Checked Your Retirement Plan Lately?

It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review

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Money Minute: End of Year Tax Planning

Year-end is fast approaching and with the holiday season on the horizon it’s easy to forget about your year-end financial planning. This is the time to consider strategies that could help you

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Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much of your retirement plan assets or net worth

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Transitioning into Retirement

The retirement "zone"

If you're considering retirement within the next five years or so, you're in the retirement "zone." This is a critical time period during which you'll be faced with

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Money Minute: Should You Convert your IRA to a Roth IRA?

If you have a traditional IRA, you may want to consider the advantages of converting it to a Roth IRA.  The biggest difference between the two IRAs is when your funds will be taxed.

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Money Minute: The Importance of Portfolio Rebalancing

 

 

Portfolio rebalancing is returning your portfolio to the proper mix of stocks, bonds and cash when they no longer conform to your goals.

The primary goal of a rebalancing strategy is to

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What Is a Rollover IRA, and Do I Need One?

Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes referred to as a "conduit

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Common Factors Affecting Retirement Income

When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend. If you don't consider how your

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