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Tax Free Savings While You Work: Roth 401(k)

Published: July 19, 2016 1:21:55 pm 2413 Views

Many of you are probably familiar with a 401(k) - or employer sponsored retirement plan. Every year during benefits enrollment you decide what percentage of each paycheck will go into your retirement plan. But you may not be aware of a benefit option with your 401(k) plan that is quite often overloo...

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Why Use An Advisor At All?

Published: June 29, 2016 1:16:46 pm 2691 Views

In a world where you can get trade execution for $7.99 or buy an index fund virtually for free, why should investors seek out the aid of a financial advisor and pay the additional fees that go along with that?Well, a certain firm set out to quantify the potential value added by working with a skille...

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The 'Brexit' Leave Vote

Published: June 24, 2016 2:46:01 pm 2390 Views

Unless you have been living under a rock, you've likely heard that Britain has voted to leave the European Union. The 'Leave' vote came as a surprise to the markets, as evidenced by the lack of a sell-off in the last few weeks, capped off with a strong rally into yesterday's close. Unsurprisingly, g...

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Is Your New York State Pension Enough to Retire?

Published: June 24, 2016 9:44:14 am 3221 Views

After spending your whole life working hard, earning money, and being responsible, all of a sudden the wealth you've accumulated needs to produce income. But will it be enough? With no cost of living adjustments for social security, a low interest rate environment, and a 1% cost of living adj...

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The $280 Million Dollar Question

Published: June 13, 2016 1:12:03 pm 2611 Views

Picture this: You've just won the New York State Mega millions jackpot!!! You start daydreaming about all the wonderful things you'll buy and all the vacations you'll take. Money will no longer be a worry. It is not that simple to live on Easy Street. The truth of the matter is if yo...

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Looking Up

Published: June 9, 2016 10:47:44 am 2355 Views

"Have patience. Everything is difficult before it is easy." - SaadiThe rollercoaster has been a bit easier lately. The S&P and the Dow are up about 2% through the end of May, while volatility has declined. The reward for being patient when, in February, both indexes were down almost 15%, is...

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Swing for Singles

Published: June 6, 2016 11:02:29 am 2495 Views

"Don't worry about home runs, swing for singles." To this day I can hear my dad repeating that line to me as I was learning to play baseball. In other words, don't try to do too much, just be consistent. Excellent advice - and probably why this article recently caught my eye. Focus...

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What Changed with Your Cable?

Published: May 26, 2016 1:39:58 pm 2254 Views

After Comcast's, the nation's largest cable operator, failed 2015 bid to purchase Time Warner Cable (TWC), Charter Communications has successfully acquired TWC. The $56 billion purchase was accompanied by a $10 billion purchase of Bright House Networks which will provide TV, internet, and phone serv...

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Prince's Fortune- What NOT To Do

Published: May 12, 2016 1:35:06 pm 2403 Views

Last month a major pop icon left this world. He not only left a legacy and inspiring music behind- he left his fortune to the tune of $300+ million dollars. Some may assume that whomever Prince left his fortune to is quite the lucky person; in reality Prince left his fortune to no one.He did not hav...

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You, Inc.: Getting Ready for Self-Employment

Published: May 3, 2016 11:12:17 am 2846 Views

After working for someone else, self-employment can be an exhilarating change. But it's also fraught with potential pitfalls, like potentially running out of money before your new venture even gets off the ground."The more planning you can do beforehand, the more you'll increase your chances of grow...

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