Information that is good to know

We know that some people just like to read all they can get their hands on. They know that learning is a lifelong endeavor, not something that is relegated to one’s school years. So we do our best to provide interesting material and links related to one’s financial life – and life in general. Feel free to bookmark this page and return as a regular reader. As always, if there is anything else you ever need, feel free to let us know.

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To convert, or not to convert to Roth IRA – tax is the question
When planning for retirement, it has long been known that taxation is one of many associated mazes.
Retirement & Longevity
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Setting 2023 goals for your business? Consider these ideas
From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.
Business Ownership
Watch Webinar
Webinar replay - Midterms 2022: Results & Impact
11/10/2022
Chief Investment Officer Larry Adam is joined by Washington Policy Analyst Ed Mills and Senior Investment Strategist Tracey Manzi for a post-midterm election discussion.
Markets & Investing
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Helping a loved one buy a home? Review strategies and risks
Approaches range from offering a straightforward monetary gift to making the purchase yourself and becoming a landlord.
Family & Lifestyle
Out-of-the-box alumni donations
Think beyond checks, endowments and scholarships. Explore alumni donations that have truly broken the mold.
Family & Lifestyle

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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