Act Towards Success

4 Truths About 529 Plans

Given the time of year, when students are graduating and moving on to bigger and better things, college and the overall expense of higher education is top of mind for many. Go to any high school graduation party and you’re...
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Moving to Canada? Or staying here?

In the past several weeks celebrities including Neve Campbell, Whoopi Goldberg, Jon Stewart, Samuel L. Jackson and, not surprisingly, Rosie O’Donnell have all declared they will move to Canada, another country, or another planet (I wonder which one) if Trump becomes President. They...
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A Growing River of Cash

Like many of my colleagues, I spent the month of January focused on calming nerves. Unlike many though I like to be proactive, and thankfully that has become the foundation for solid relationships over the years. Sure I had a couple concerned...
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A 401(k) Match from the Government?

While not exactly a match, the 50%, 20% or 10% credit can amount to $2,000 or $4,000 if married filing jointly.  The Savers Credit gives a special tax break to low- and moderate-income taxpayers who are saving for retirement.  This credit works...
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Don’t Be a Retirement Victim

“Nearly one in five U.S. Millennials surveyed by BNY Mellon say they receive no financial information from their workplace or educational establishment, and nearly half admit to relying on a blind guess to estimate what they’ll need for a retirement...
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