Understanding Tax Refunds, Tax Deductions and Tax Credits

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Posted on June 22nd, 2018

What is the difference between a tax deduction and a tax credit? Tax deductions and credits are terms often used together when talking about taxes. […]

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Protect Your Heirs by Naming a Trust as IRA Beneficiary

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Posted on June 20th, 2018

Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part […]

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Going Public: An IPO’s Market Debut May Not Live Up to the Hype

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Posted on June 20th, 2018

An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors are feeling […]

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Quiz: Financial Facts That Might Surprise You

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Posted on June 20th, 2018

If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to […]

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Darkness in the Valley of Value

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Posted on June 4th, 2018

Recently, I had the pleasure of hearing Kenneth French discuss creating the framework for evaluating factors.  A factor is simply a characteristic that explains some […]

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What is gross domestic product, and why is it important to investors?

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Posted on May 24th, 2018

GDP, or gross domestic product, measures the value of goods and services produced by a nation’s economy less the value of goods and services used […]

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Investing to Save Time Boosts Happiness Returns

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Posted on May 24th, 2018

The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel, according to University […]

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Marriage and Money: Taking a Team Approach to Retirement

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Posted on May 24th, 2018

Now that it’s fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored retirement accounts. In […]

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A Parent-Child Conversation About College Costs

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Posted on May 24th, 2018

If you’re the parent of a high school student who’s looking ahead to college, it’s important to have a grown-up conversation with your child about […]

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Managing Money When You Marry: Financial Tips for Newlyweds

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Posted on May 24th, 2018

Getting married is an exciting time for a couple. However, along with this excitement come many challenges. One such challenge is how to manage your […]

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