Articles under “financial planning”

When is the Best Time to Buy a Home?

News headlines suggest that we’re in the middle of a hot “home buying season,” referring to the time of year — usually spring and early summer — when more people are on the hunt and prices respond accordingly. But there are other factors at play besides the time of year that are making people anxious

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Use the Summer to Your (Tax) Advantage

Now that summer is officially here most of us are mentally sliding into vacation mode, so the last thing you want to think about is your taxes (especially since you just dealt with them!). But the summertime is also busy with a number of big life events, so it’s important to understand how the midyear

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An Upgraded Path to College

Last year, we added the ability for our clients with a 529 savings account to build a savings plan for their child’s future college expenses. We’ve spent time improving the service, so today we’re excited to open this feature to all clients – not just those with a 529 account!

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A 401(k) Won’t Get You There

There are a ton of misconceptions on the best way to find financial security, but there is one in particular that kills me every time I hear it: “I have a 401(k) and my company matches it so I’m good, right?” Wrong! I can’t fault people for thinking this — it’s been ingrained into our generation.

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