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Pay Yourself First: Fund Your IRA with Your Tax Refund

While most of us don’t intend to short change our retirement savings, competing priorities and unexpected expenditures can often get in the way of consistent retirement saving. An easy way to help fund your IRA is to have your tax refund deposited directly into...

Are You Saving Enough for Retirement?

Financial planning experts estimate you may need 70–80% of your current income to maintain your present standard of living when you retire. Yet many Americans are saving only a fraction of what they’ll need for their “golden years.” Whether you are in your 50s or...

Putting the Cash to Work in a Rising Market

As I’m writing this, the Dow jones Industrial average is pushing towards 20,000!  I have no idea where it will be by the time you read this and it doesn’t matter.  What does matter is that, at this moment, emotions are running high and...

How to Become a Chartered Advisor in Philanthropy

The Chartered Advisor in Philanthropy (CAP ®) program is a year-long series of graduate level courses that teach professionals how to best help clients discover the legacies they will leave their families and community. The program provides professionals with the knowledge and tools needed...

Looking Forward in 2017

It’s hard to believe that 2016 is over.  Aside from the February correction, fluctuating oil prices, or the UK’s decision to leave the European Union, 2016 was boring for investors.  Then the election happened bringing with it the ‘Trump Rally’ for the stock market....

Regular Portfolio Checkups Can Lead to Healthier Returns

Quarterly reviews of stock and other investment performance are abundant these days.  Business newspapers such as The New York Times and Wall Street Journal run quarterly rankings of performance against which investors can compare their holdings. While there’s nothing wrong with this approach to...

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