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        1. Buy, Hold or Sell? 3 Factors to Help You Make the Right Decision
          In business, there's an adage that it takes money to make money. That sounds simple enough, but real business is far more nuanced than that.
        2. This IRA Move Looks Smarter After the Stock Market Correction
          One of the biggest problems with the way that most people save for retirement is that they fail to take taxes fully into consideration. With traditional IRAs and 401(k) plans, you typically set aside pre-tax money into a tax-deferred account that shelters your money from tax as long as it stays in the account. But once
        3. Get a Money Market or CD: how to decide
          Certificate of Deposit (CD) or a money market account. Understanding the purpose of your savings will guide you to the right option, each account type offers distinct benefits tailored to different needs.
        4. Most Young Retirement Savers Make This Investing Mistake
          You've set up your 401(k) contributions, and you're watching that account balance tick up with every paycheck. Congratulations, you're on your way to a comfortable retirement. Now, it's time to expedite your progress by optimizing the investments in your account. That's an adjustment the vast majority of young savers n
        5. I changed my travel plans because of COVID-19, but there are 3 reasons I'm not changing a single thing about my investment strategy
          I was scheduled to travel to Germany from DC during the first week of March and had been looking forward to the two-week trip. I thought the European
        6. 4 Common Tax Planning Mistakes
          What errors do advisors often see—and how can you avoid them? What the Professionals Say About Tax Planning   We talked with two high-ranking
        7. 3 Reasons the Roth IRA Is the Best Retirement Savings Tool Out There
          When it comes to saving for retirement, you have choices. You can opt to participate in your employer's 401(k) plan or open an IRA through a bank or financial institution. And while IRAs have lower annual contribution limits than 401(k)s, they typically offer lower fees and a wider range of investment choices, making t
        8. 3 Questions to Ask Yourself Before Selling Your Business
          Thinking of selling your business? Consider these three points before doing so. One of the hardest decisions you'll ever have to make as a founder is whether you should sell your business. Deciding if you should keep growing your company and try to turn it into a behemoth or sell it and receive a large payout for your
        9. The Difference Between Revolving Credit vs Line of Credit
          Revolving Credit vs. Line of Credit: An Overview Revolving credit and a line of credit are financing arrangements made between a lending institution and a business or an individual. The lender provides access to funds that the borrower can use at his discretion; it's like a flexible, open-ended loan. In fact, a revolvi
        10. It’s IRA Season – Ensure Your Assets Are Optimally Invested
          Contributing to a traditional IRA or a Roth IRA by April 18 (or April 19 for Maine and Massachusetts residents) is your opportunity to cut your 2021 income taxes with a traditional IRA or get tax-free growth with a Roth, assuming you’re eligible.