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After nailing down your investment goals, knowing the tax treatment of different investment accounts can help optimize your portfolio. First,…
Know where you are…and where you’re going. If you want to know if you’re on the right track, you need…
Deciding between Roth and pre-tax contributions typically comes down to your current tax rate and how you feel about the…
The best place to save depends on the goals you have for your savings. Before making any decisions about your…
What if I get an inheritance, sell a business, receive a big bonus, win the lottery, etc.? Investing at least…
Time IN the market is better than timING the market. Are you worried about getting into the market at the…
The best thing to do in most cases of volatility is nothing. Volatility should not affect a great long-term plan!…
First, save early and often, and follow the FOO! Second, passive investing is often the best investing. What is the…
Yes, there are several ways to build Roth assets, even with a high income. It’s true, there are income limitations…
Passive investing has become increasingly popular in recent years. Do active funds still have a role in your portfolio? First…
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