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How To Get Big Tax Breaks and Large Contributions for Retirement Savings

May 9, 2019

Defined Benefit Retirement Plans allow high income self-employed professionals and owners of small businesses to make the largest IRS approved tax-deductible contributions each year, often $150,000 or more.

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Flat Yield Curve

May 1, 2019

If you’ve read the news or turned on any financial television program, all anyone is talking about is our flat yield curve. Which raises several questions... What is a flat yield curve?

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Why should I consider opening a 529 plan?

April 29, 2019

It has been said that buying a home will be the most expensive purchase in most people’s lifetime.

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What should be included in a comprehensive estate plan? (Continued)

April 22, 2019

In last week’s article, I discussed the need for additional documents that complement a living trust when building a robust, comprehensive estate plan.

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Where Do Things Go from Here???

April 19, 2019

Not sure what to do if you are sitting in too much cash. Keep reading. It’s time to get that money working for you.

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Wild Ride

April 18, 2019

What a difference a quarter makes. The S&P 500 has given us a wild ride, going from the worst quarter we have experienced in seven years, to the best quarter in almost a decade.

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