In Kind or Cash Transfer: Just Follow the Process
Changing brokerage accounts doesn't need to be a hassle if you understand how In-Kind and Cash Transfers work.
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In Kind or Cash Transfer: Just Follow the Process
Stepping into Retirement Early
Sometimes major life events can cause you to reassess your retirement plans. A flexible financial plan should adapt to your timeframe, budget and income.
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Stepping into Retirement Early
Avoid Panic When It Comes to Your 401(k)
Stock market uncertainty can lead to emotional investing. Financial professional Jennifer Farrington, Ph.D., shared her thoughts with U.S. News & World Report @USNews about avoiding panic when it comes to…
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Avoid Panic When It Comes to Your 401(k)
What to Do if Your Employer Freezes Your Pension
In the Cutter house, Christmas is a big deal. Even as teenagers, the girls get so excited to decorate the house with Christmas knick-knacks, and put up the tree. And,…
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What to Do if Your Employer Freezes Your Pension
How Much Can You Save? Retirement Contributions Compared
Someone once said, “Retirement is wonderful if you have two essentials – much to live on and much to live for.” I’m not sure who said this, but these words…
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How Much Can You Save? Retirement Contributions Compared
Understanding IRA Withdrawal Rules
Sitting in the stands at Phoebe’s softball last weekend, I got to speak to the parents of one of her teammates- let’s call them June and David. June and David,…
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Understanding IRA Withdrawal Rules
The SECURE Act and the Future of Your Retirement
Folks, I find that many Americans are facing a serious financial crisis in retirement. Last week, I was reading a recent report issued from the Federal Reserve. Did you know that…
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The SECURE Act and the Future of Your Retirement
Pay Down Debt, Save, or Invest?
As a father of 3 beautiful girls, Maeve, Phoebe, and Sophie, I understand that my job doesn’t end when they turn eighteen. It was easy to see how much they…
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Pay Down Debt, Save, or Invest?
Taking a Hard Look at 401(k) Loans and IRA Withdrawals
Last Thursday, I dodged out of the office for a bit to grab a bite to eat at the Pickle Jar on Main Street in Falmouth. I like the place;…
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Taking a Hard Look at 401(k) Loans and IRA Withdrawals
A Safe Harbor for Small Business Retirement Plans
I was out having a few beers on St. Patrick’s Day when I bumped into an old shipmate of mine from thirty years ago. Victor and I both went to…
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A Safe Harbor for Small Business Retirement Plans