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How to Save Yourself and Your 401(k) From Rising Taxes
Taxes will go up if provisions in the Tax Cuts and Jobs Act are allowed to sunset, but there’s still time to lock in lower taxes on your 401(k) savings.
By Cole Czajkoski, Investment Adviser Representative Published
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Want to Avoid Years of Crushing Debt? Save for College Now
College is more expensive than ever: Not properly planning to fund your own education or that of your child could saddle you or them (or both of you) with decades of debt.
By Jared Elson, Investment Adviser Published
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How to Invest in Companies Before They Go Public
Companies used to do an initial public offering (IPO) when they were much younger, giving investors a much better chance of higher returns. Today, that's where pre-IPO investing comes in.
By Atish Davda Published
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Seven Big Retirement Risks to Avoid
People are living longer and costs keep climbing, increasing the odds that you'll outlive your retirement savings. Here are some tips from a retirement pro to help you prevent that.
By Carlos Dias Jr., Wealth Adviser Last updated
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Does Financial Fear Have You Spooked? Don’t Cower — Fight
Take a page from the heroes and heroines of scary movies and conquer the monsters that are keeping you from tackling your money fears.
By Neale Godfrey, Financial Literacy Expert Published
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Is Someone Sabotaging Your Company? Is It You?
Leadership expert outlines ways that leaders thwart the success of their own companies. Knowing what not to do can make clear what they should do instead.
By H. Dennis Beaver, Esq. Published
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Should You Own Crypto if You’re Retired?
Pandora’s box might have just popped open, but let’s take a crack at making some suggestions that could help you to answer that question based on your own situation.
By Evan T. Beach, CFP®, AWMA® Published
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How a Small Business Can Find the Ideal Banking Partner
Your financial institution should provide your business with more than checking and savings accounts. It should have a vested interest in your success, especially during uncertain times.
By Kevin Brauer, MBA, CPA, CMA Published
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This Halloween, Consider a Phantom Stock Plan
Business owners could use a phantom stock plan to incentivize key employees without having to share control of the company.
By John M. Goralka Published