The IRS and Your Traditional IRA

The IRS and Your Traditional IRA

Despite the prevalence of 401k plans offered by many employers, Individual Retirement Accounts – or IRAs as they’re better known as – remain one of the most popular retirement savings tools in America. It’s not surprising why since...
401k Retirement Contribution Limits for 2018

401k Retirement Contribution Limits for 2018

It’s a new year, so it’s time to consider boosting contributions to your employer-sponsored retirement savings plan—and the federal government is willing to help (a little.) The maximum contribution has increased this year, so you can shelter a bit more...
Coverdell ESA vs 529 Plan

Coverdell ESA vs 529 Plan

It’s easy to get caught in the complex web of savings plans and strategies when you’re planning on financing your children’s college educations. What’s more, each family has their own set of financial priorities, unique circumstances and trade-offs to...
Three Options When You Have Excess 529 Funds

Three Options When You Have Excess 529 Funds

Paying for your child’s education is one of the largest financial mountains your family will have to climb, but opening a college savings account is a great starting point. One of the most common and popular savings vehicles is the 529 plan. In fact, of...
When to Start Saving for College

When to Start Saving for College

Saving for your children’s education is a high priority for many people. With college costs continuing to rise faster than inflation, creating an education savings plan can be complex and challenging. After determining which college savings strategy fits...
CASE STUDY: Permanent Insurance and a Down Payment

CASE STUDY: Permanent Insurance and a Down Payment

The Background Rodolfo was in his late 30s, engaged to be married and was on a quest to buy his first home in New England. He approached his financial advisor about how to finance a home, and in reviewing all his available assets to determine how much he...
Leveraging Credit Card Rewards for Your Dream Vacation

Leveraging Credit Card Rewards for Your Dream Vacation

Vacations are great – and they’re better when they’re free. If you’ve been paying attention, then you know that there are a wealth of credit cards on the market – all enticing you to sign up with the offer of miles, points, or cash...


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