Bonds vs. Bond Funds: How They Differ and Which One’s Right For You
Bonds and bond funds may sound like slightly different versions of the same thing, but these investment options function very differently. To start, a bond is something you can buy on your own, while […]
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What You Need to Know About Form 8606 (and Other IRA Tax Rules)
Even if you’ve been paying taxes for decades, you’ve probably only ever encountered a fraction of the tax forms made available by the IRS. Form 8606 is one that may be familiar only to […]
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Is Your Investment Strategy Working For You?
There are certain things you remember to do each year. You go for your annual physical, have your teeth cleaned and meet with your tax accountant. You renew your insurance policies and get your […]
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Video: Investment Questions During COVID-19
Today, Mike Callahan, CPA, CFP, MST, Director- Wealth Management at Sachetta speaks to some of the common questions investors are asking these days. While it may be tempting to respond to the dramatic day-to-day […]
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Aging Doesn’t Mean Old: Planning for the Middle Years of Retirement
When people talk about retirement and retirement planning, they tend to focus on two phases: the fun first years of freedom they’ll enjoy after work is done, and the end of their lives when […]
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Your Siblings Could be Your Retirement Risk
When we set financial planning goals, retirement savings and estate planning are two big priorities for many people. When it comes to retirement, travel, enjoying your home and treating your grandchildren might be part […]
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What Questions Should You Ask Your Financial Advisor?
If financial planning isn’t your area of expertise, meeting with your financial advisor can seem a little daunting. It shouldn’t – a reputable and professional advisor will make you feel comfortable and explain your […]
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Estate Planning Checklist
It’s the rare person who’s really excited to start estate planning. The process requires you to think about and talk about what you want to happen at the end of your life, which a […]
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Gift a Roth IRA to the Young Adult in Your Life
A teenager on the cusp of adulthood is likely thinking about where to go to college and which friends will be invited to their 18th birthday party, not saving for retirement. So if your […]
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Retirement Planning by the Decade pt 2
Your adolescence through your 40s is the time to lay the foundation for a solid financial future. Retirement planning gets more urgent once you reach 50. This decade in particular poses a number of […]
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