We Are Sleep Walking Into The Next Crisis
The U.S. economy is headed down a dangerous path. In our opinion it has nothing to do with the length of the current economic cycle, valuations, interest rates, or trade wars. Instead, it has everything to do with our mounting government deficits. We have been...
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The Medicaid Spend Down Process In New York
You are most likely reading this article because you had a family member that had a health event and the doctors have informed you that they are not allowed to go back home to their house and will need some form of health assistance going forward. This article was...
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Beware of the 5 Year Rule for Your Roth Assets
Beware of the 5 Year Rule for Your Roth Assets Being able to save money in a Roth account, whether in a company retirement plan or an IRA, has great benefits. You invest money, hopefully that money grows, and when you use it during retirement you don't pay taxes on...
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Does “Sell In May And Go Away” Really Work?
There is a well-known trading strategy that goes by the name of “Sell In May And Go Away”. The strategy involves liquidating all of your stock holdings in May and then re-establishing your stock positions in November. The basic premise of this strategy is when...
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College Students: The Top 2 Action Items To Get Ahead
The job market for college students is more competitive than it has ever been in the past. Why? Because companies continue to leverage technology to do more with less people. So what separates the college students that have multiple job offers prior to graduation...
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Don’t Let Taxes Dictate Your Investment Decisions
Everyone hates to pay more in taxes. So much so that it can often lead investors to make foolish investment decisions. The stock market bottomed in March 2009 and since then we have experienced the second longest bull market rally of all time. This type of market...
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Can I Open A Roth IRA For My Child?
We have a lot of parents that ask us if they are allowed to establish a Roth IRA on behalf of their son or daughter. You can, as long as they have earned income. This can be a very powerful wealth accumulate strategy for your children since all of the...
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Should I Rollover My Pension To An IRA?
Whether you are about to retire or if you were just notified that your company is terminating their pension plan, making the right decision with regard to your pension plan payout is extremely important. It’s important to get this decision right because you only...
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Moving Expenses Are No Longer Deductible
If you were planning on moving this year to take a new position with a new company or even a new position within your current employer, the moving process just got a little more expensive. Prior to the tax law changes that took effect January 1, 2018, companies...
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Spouse Inherited IRA Options
If your spouse passes away and they had either an IRA, 401(k), 403(b), or some other type of employer sponsored retirement account, you will have to determine which distribution option is the right one for you. There are deadlines that you will need to be aware...
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