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January, 2020

Annual Financial To-Do List

Things you can do for your future as the year unfolds. Provided by Premier Wealth Advisors What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific ...

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Filed Under: Blog Tagged With: assets, charitable gift annuities, financial advisor, financial planning, HSA, Retirement Planning, Retirement plans, small business, Taxes, withholding status

January, 2020

Getting a Head Start on College Savings

The hows and whys of college savings Provided by Premier Wealth Advisors The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. And if you’ve already traded that supercharged convertible dream for a minivan, you can expect your ...

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Filed Under: Commentary Tagged With: children, college, college loans, college savings, financial advisor, financial aid, financial planning, savings, scholarships, Taxes

January, 2020

Coping With College Loans

Paying them down and managing their financial impact Total student loan debt in America is now around $1.6 trillion. Since 2008, it has more than doubled. Federal Reserve data states that 44.7 million Americans are dealing with lingering education loans. The average indebted college graduate ...

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Filed Under: Commentary Tagged With: college, college loans, college savings, financial advisor, financial planning, scholarships

December, 2019

Trends in Charitable Giving

The hows and whys of charity in America. According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more that $400 billion in the history of the report.1 Americans give to charity for two main reasons: to ...

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Filed Under: Commentary Tagged With: america, annuities, charitable giving, charity, direct gifts, donor-advised funds, financial planning, tax

October, 2019

A Retirement Fact Sheet

Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.  Up to 85% of a retiree’s Social Security income can be taxed. When they discover this, ...

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Filed Under: Commentary Tagged With: 401(k), debt, financial advisor, financial planning, independents, IRA, lifestyle, retirement, Retirement plans, Roth IRA, social security

October, 2019

Rebalancing Your Portfolio

Should investors make regular adjustments? Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a good thing. Over time, the performance of ...

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Filed Under: Commentary Tagged With: financial planning, investment plan, Portfolio, risk tolerance

August, 2019

Yield Curve Inversion

By: Josh Koehnen, MsBA, CFP® Investors around the country are concerned by the appearance of the inverted yield curve in the bond market. This happens when longer-term treasury bonds produce lower interest rates than shorter-term, alerting buyers the U.S. economy may be leaning towards a ...

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Filed Under: Blog, Commentary Tagged With: economy, financial planning, inversion, Investing, recession, treasury bond, yield curve

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