Seven Ways to Spend Your Tax refund

Now that we’ve given a shout-out to the tax-filing procrastinators, offering them tips on how file their taxes at this late date, it’s time to give a nod to those who got this task done early and now have a refund either burning a hole in their pocket or impatiently awaiting one. According to MarketWatch,…

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Five Last-Minute Tax Filing Tips

Congratulations, you’ve made it to April after this long winter. It also means the clock is ticking even louder to file your taxes. It can be expensive to do so and as a procrastinator, you may be panicking. But don’t worry; there is still time to file your taxes last minute and inexpensively. Here are…

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A Look at the End of the First Quarter

We’re at the end of the first quarter and it’s been an action-packed one with the tensions in Crimea, a too long and frigid winter, bad news about China’s economy and a new Federal Reserve Chairman—just to name a few disruptions.  But on a positive note, the S&P 500 reached all-time highs and is poised…

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What Can A Roth IRA Do For You?

It’s a bird, it’s a plane, no it’s a Roth IRA. The Roth IRA may be one of the best savings vehicles and secrets to your financial success. Here are some of the nuts and bolts that you should know about the Roth IRA. Roth IRA Tax Break Contributions made to a Roth IRA are…

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Am I Taking Too Much Risk?

As a financial advisor, I am often asked the question, “am I taking on too much risk in my portfolio?” Clients often want to know if they should take the risk and if so how much risk is too much? A customer recently came into my office and ask me to cash out all the…

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