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Time to Revisit Your International Stock Exposure

Since the end of the financial crisis in 2009, the U.S. stock market has been on a roll. From March 9, 2009 (the U.S. stock market bottom) through March

DOL Delays Applicability of Fiduciary Rule, but the Horse is Out of the Barn...

The Department of Labor has delayed by 60 days the applicability date of the long-debated Fiduciary Rule. The rule was to be effective April 10 and now

Lifestages: Pay Down Debt or Save?

I was recently posed this great question: “Shall I pay down debt or save for retirement? Is there a ratio I should consider?” The short answer

Auto-Enrollment Pushes Retirement Plans Higher

Plan assets for 401(k) plans and similar types of defined contribution plans have topped $7 trillion due to continued growth in employee contributions.

FAFSA Fears Unfounded

Is there a FAFSA in your future? Even if you are a FAFSA pro, read on, there may be a few tips for you. The Federal Application for Free Student Aid (FAFSA)

2017 Pension Plan Limitations

The Internal Revenue Service (IRS) announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items

IRS Reminds Taxpayers to Donate Before the End of 2016

On November 28, 2016, the Internal Revenue Service (IRS) published News Release IR-2016-154 to encourage tax payers to donate to qualified charities in

Year-End Tax Savings Ideas, Fourth in a Series: Tax Loss Harvesting

History has proven that investment returns vary year over year, with some years generating positive returns while others yield disappointing losses. A

Year-End Tax Savings Ideas, Third in a Series: Maximize Tax-Deferred Savings into Retirement Accounts

It’s not too late to take advantage of the tax-deferred treatment of assets in retirement accounts for 2016. In addition to the tax deduction, the

Year-End Tax Savings Ideas, Second in a Series: Charitable Gifting Strategies - Boost Your Tax Benefits

Financial markets have appreciated over the past several years leaving investors with some significant gains in their taxable investment accounts. An investor

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