Random thoughts on a variety of personal financial issues.
The following articles are for informational purposes only and should not be construed as tax, legal of financial advice. Please consult your tax, legal or financial advisor regarding your specific situation.
John E. Engler, CFP®, ChFC®, AIF®, CRPS® |
Friday, April 9, 2021
A list of must-dos for 40 and 50 year old captains that have run agroundOn March 23rd, the massive, skyscraper-sized container ship named the Ever Given ran aground and got stuck in Egypt’s Suez Canal. It took about a week for more...
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Karla K. Stanton CFP®, AIF® |
Wednesday, April 7, 2021
Did you know you could fund a 529 plan with UGMA/UTMA assets? Due to the shift to online classes over the past year, 2020 saw the lowest tuition increase in the last four decades. According to the Bureau of Labor Statistics, the...
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Timothy E. Roth, CFP®, AIF® |
Monday, April 5, 2021
Reducing your emotions can give you a better chance for investing success Money is always an emotional subject, but often when our emotions get involved with our investments we will make wrong decisions. And that can be a costly...
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Matthew H. Garrow, CFP®, ChFC®, CLU®, RHU®, LUTCF®, AIF® |
Friday, April 2, 2021
Your financial advisor can help you navigate the ever-changing IRS rules Taxpayers of all ages may be able to claim a deduction on their 2020 tax return for contributions made to their Individual Retirement Account made through May 17,...
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John E. Engler, CFP®, ChFC®, AIF®, CRPS® |
Wednesday, March 31, 2021
Taking a closer look at whether it might be appropriate for your situation Since it first became available in 2006, many employers have added the Roth 401(k) to their benefit packages as a retirement savings option. A Roth option is...
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