Posted by Denise Kovach, CFP®, AIF® It is possible, because the principal is available without penalties anytime. … Using your…
Posted by Nancy Hecht, CFP®, AIF® I have been talking to a lot of first time investors that are in…
Posted by Nancy Hecht, CFP®, AIF® These tax breaks are still available to you even if you don’t itemize. I…
Posted by Nancy Hecht, CFP®, AIF® Since 1995, that number of parents that do not split their assets equally among…
Posted by Gary Abely, CFP®, AIF®, CPA If someone suggested to you that, on average, you will feel fine if…
Posted by Judi Sanborn, CFP®, AIF® When we are young there is always a birthday to look forward to, whether it's getting…
Posted by Denise Kovach, CFP®, AIF®, NSSA® For years, Americans have been utilizing Social Security claiming strategies to maximize their overall…
Posted by Roger Johnson, CFP®, AIF® Keeping your cool can be hard to do when the market goes on one…
Posted by Nancy Hecht, CFP®, AIF® Question: My husband and I are in our 70′s, retired and in good health.…
Posted by Joe Bert, CFP®, AIF® By popular request, we have provided simple formulas and tables that will assist you…
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