Words of Wisdom from Warren Buffett

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One of the world’s most heralded investors simply keeps calm and carries on. If you ask someone who the “world’s greatest investor” is, the answer more often than not may be “Warren Buffett.”

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You Retire, But Your Spouse Still Works?

That development may mean lifestyle as well as financial adjustments. Your significant other may retire later than you do. Sometimes that reality reflects an age difference, other times one person wants to keep working for income or health coverage reasons…

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Why Roth IRA Conversions Can Make Sense in a Down Market

When stocks struggle or tread water, going Roth gains merit. Converting a traditional IRA to a Roth IRA is no easy decision. After all, it is a taxable event. When the stock market is down or sluggish, however, a Roth conversion has more appeal…

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Saving for College and Your Retirement

Tips on trying to meet two great financial goals at once. Saving for retirement is a must. Saving for college is certainly a priority. How do you do both at once?

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Explaining the Basis of Inherited Real Estate

What is cost basis? Stepped-up basis? How does the home sale tax exclusion work? At some point in our lives, we may inherit a home or another form of real property…

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Volatility Is Not Risk

The two should not be confused. What is risk? To the conservative investor, risk is a negative. To the opportunistic investor, risk is a factor to tolerate and accept…

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Why Aren’t You Maxing Out Your 401k?

It may be the best retirement planning tool you have.  

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Could Social Security Really Go Away?

Just how gloomy does its future look? Will Social Security run out of money in the 2030s?

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Money Concerns for Those Remarrying

Some of us will marry again in retirement. How many of us will thoroughly understand the financial implications that may come with tying the knot later in life?

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ABLE Accounts for Loved Ones with Disabilities

Families with special needs children have a new tax-advantaged savings option. The ABLE account, also called a 529A savings account, is patterned after the popular 529 savings plan created to help parents save for a child’s higher education.

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