20 Jun
June 20, 2019

As more women work “side hustles” outside of their regular employment (e.g., Uber, Postmates, Task Rabbit, etc.), there is an opportunity for them to establish their own Solo 401(k) plan, defer taxable income, and save for retirement.

A Solo 401(k) plan consists of an employer contribution and an employee contribution.

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20 May
May 20, 2019

“What did the doctor say?” A diagnosis of a serious illness can be life changing. The need to understand treatment options and to receive medical care is often overwhelming. A new diagnosis can impact not only your day-to-day routine, but also the people who are close to you.

Finances can also be impacted. In fact, one of the areas that a hospital support group asks patients to describe is their level of ‘financial stress.’

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02 Apr
April 02, 2019

Gen Xers range from 35 to 49 years old, sandwiched between the Boomers and Millennials, who factor in to create the Gen X Jam.

As a Gen Xer myself — one who works in the financial services industry to boot — I feel the pressure of what I call the “Gen X Jam.” How will I support my retirement years and help my aging parents? What about my kids’ college education?

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13 Mar
March 13, 2019

Crafting a great estate plan can be a fascinating exercise, yet most of us never quite get around to it. Perhaps it’s a bit like a challenging recipe: start with a natural reluctance to contemplate your own demise, sprinkle in some unique family dynamics, season liberally with ever-changing tax laws and fold in that one heir you’re not quite sure about. Is it any wonder we procrastinate?

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14 Feb
February 14, 2019

Tax season. Those two words can launch a wide range of emotions, largely dependent on whether you will receive a refund or owe money to the IRS and/or your state when your tax return is filed.

If you are a working parent, gathering documents and filing your income tax return is probably just one more thing added to an already busy schedule.

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