Insights Category: Financial Planning
Estate Planning / Financial Planning / Investment Strategies / Retirement
Nine Facts About Retirement
July 25, 2023
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members....
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College & Student Loans / Estate Planning / Financial Planning / Investment Strategies / Retirement
9 Facts About Social Security
June 29, 2023
Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...
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College & Student Loans / Estate Planning / Financial Planning / Investment Strategies / Retirement
How Women Can Prepare For Retirement
June 29, 2023
For our parents, living to 75 amounted to a nice, long life, and Social Security was often supplemented by a...
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College & Student Loans / Financial Planning / Investment Strategies / Retirement
Countdown to College
June 29, 2023
Many middle-class millionaires of course want to give their child the best opportunity for success, and for many, attending the...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Eight Mistakes That Can Upend Your Retirement
May 16, 2023
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
9 Facts About Retirement
April 18, 2023
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members....
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Traditional vs. Roth IRA
March 29, 2023
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth...
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Financial Planning / Investment Strategies / Retirement / Taxes
SECURE Act 2.0: An Overview
March 29, 2023
In late 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement...
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Financial Planning / Investment Strategies / Retirement / Taxes
A Taxing Story: Capital Gains and Losses
February 24, 2023
Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are...
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Financial Planning / Investment Strategies / Retirement / Taxes
IRA Deadlines Are Approaching
December 27, 2022
Financially, many Middle-Class Millionaires associate the spring with taxes – but we should also associate December with important Individual Retirement...
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