The Potential Tax Benefits of Company Stock in Your 401(k) Plan

If you own a 401(k) that includes stock from your company, chances are you’ll someday need to decide what to do with it. This decision often comes into play for people who are retiring or otherwise leaving their employer. Whatever the case may be for you, it’s important to understand your options when determining whether…

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It Will Work Out…

Whether or not “it” will actually work out depends on the goal at the end.  Defining the “it” in terms of what you will take as a final settlement, what concessions you will take and what you feel is a fair resolution is actually the determinant to whether “it” actually works out.

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5 Ways to Manage Investors’ Top Fear: Healthcare Expenses

No matter your financial situation, it’s normal to have financial concerns as you plan for the future. According to recent research from Ameriprise Financial, the number one fear for those in their 50s through 70s is managing healthcare expenses for themselves or a family member. This same concern ranks number two for investors in their…

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Hey, Buddy…Got Some Change?

“There are two things that people hate…change, and the way things are.”

While very true, this quote is not exclusive of a particular group or even particular companies or agencies.  It is the same for all of us.  We don’t like change, but we complain about how things are, wanting change.  So how does this apply to you?

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5 Ways to Teach Your Children to Give Back This Holiday Season

The holidays can be a wonderful time for families and friends to gather together, sharing memories and gifts. This season can also provide the opportunity to instill the value of giving to others in your child. If you’re a parent, here are some ways you can encourage your kids to become budding philanthropists. Talk about…

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