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Traditional IRA, Roth IRA, tax/taxes/taxable

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Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

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planning through the decades

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The Progression of Financial Planning Through Every Decade of Your Life

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

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buying a car

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How to Buy a Car Without Losing Your Mind (or Your Wallet)

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

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estate planning, financial planning,

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Why You Need a Will (and You Need One Today)

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

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long term care planning

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5 Reasons to Think About Long-Term Care Planning Today

I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping protect himself and his family.

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retirement planning, financial advising, Carson Wealth, Omaha, Nebraska

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Retirement Planning: What Are You Waiting For?

Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Life is filled with unpredictable events. Children, healthcare expenses and student debt exact a large toll on many Americans.

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Do you feel emotionally stuck around your finances, or overly attached to your money?

Published by Kerry Meath-Sinkin If you look at your friends, family, and colleagues, and those around you it becomes clear that no two people are the same. You have your own unique shape, size, temperament and characteristics that make you uniquely you. The more you understand your own unique characteristics, and tendencies, the more you can understand what helps you feel thrive on all levels.

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Tidying Up Financially

Published by Kerry Meath-Sinkin If you are like many of us, you have gotten wrapped up in the KonMari method, a simple process to tidy up the home. You can’t log onto Facebook without finding people taking images of their tidied-up sock drawers or kitchen cupboards. My husband even mentioned that thrift stores are feeling the effect of extra items, as everyone offloads their extra goods. It’s not surprising to me that this method has gotten so incredibly popular. As a culture, we are struggling to simplify our lives physically and emotionally. Too many clothes, too many ideas, too much...read the full article

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retirement security

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Future Funding of Social Security Is A Pivotal Piece To Retirement Security

You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits.

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Took Their Ball and Went Home: Staying in Play with Job-Creators

Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees).

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