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Savings

Home » Archive by Category "Savings"
Tax-Advantaged-College-Savings-CL
18 Apr
Blog, Savings, Tax Management

What Are Tax-Advantaged Accounts for College Savings?

  • April 19, 2025
  • By author-avatar Zack Armstrong
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Planning for a child's college education can be both exciting and daunting. With the rising costs of higher education, it's essential t...

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College Savings Strategy
17 Feb
Blog, Financial Planning, Savings

What Is a Coverdell ESA, and Is It Right for Your College Savings Strategy?

  • March 13, 2025
  • By author-avatar Zack Armstrong
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Saving for a child's education is a significant financial priority for many families. With the ever-rising cost of tuition, it's no sur...

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The-Benefits-of-Roth-IRA
24 Jul
Blog, Savings, Tax Management

The Benefits of Roth IRA Conversions: How Financial Advisors Can Optimize Your Retirement Savings

  • November 20, 2024
  • By author-avatar Zack Armstrong
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One of the most effective retirement planning strategies is converting a traditional IRA to a Roth IRA. This conversion can provide sub...

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he Key To Not Outlive Your Retirement Money
25 Jan
Blog, Financial Planning, Retirement Planning, Savings

The Key To Not Outlive Your Retirement Money

  • July 14, 2024
  • By author-avatar Zack Armstrong
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The 4% percent rule is a retirement investment strategy that establishes a steady and secured income stream.  Experts believe this rule...

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estate planning banner image
22 Dec
Financial Planning, Retirement Planning, Savings

Statistics, Facts, and Trends On Estate Planning

  • February 20, 2023
  • By author-avatar Zack Armstrong
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No one looks forward to planning for what will happen to their assets after they die.  It means confronting mortality, which is problem...

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Automated Finances - Saving
21 Nov
Financial Planning, Savings

Automating Your Finances & What Does It Mean

  • January 26, 2023
  • By author-avatar Zack Armstrong
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Rarely heard: I’m saving too much. On the contrary, according to a survey by Bankrate, more than half of Americans couldn’t cover th...

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