Articles

five-finger checkup

11 Jan 2019 The Five-Finger Checkup for 2019

Posted by Jim Ludwick

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tax loss harvesting

19 Dec 2018 Tax Loss Harvesting: There’s Still Time

Posted by Cynthia Flannigan

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helping elderly parents

17 Dec 2018 Helping Elderly Parents: Planning for “The Talk”

Posted by Jim Ludwick

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unfreeze your credit

11 Dec 2018 Unfreeze your credit in one hour. And it’s free.

Posted by Liz Gillette

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financial goals change

07 Dec 2018 Financial Goals Change

Posted by Anna Sergunina

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backdoor roth IRA

07 Dec 2018 Backdoor Roth IRA Strategy

Posted by Anna Sergunina

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roth IRA

05 Dec 2018 The Value of a Roth IRA

Posted by Jim Ludwick

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Health Insurance Open Enrollment

13 Nov 2018 Health Insurance Open Enrollment Deadlines

Posted by Jim Ludwick

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open enrollment tips

09 Nov 2018 2018 Open Enrollment Tips

Posted by Liz Gillette

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market volatility

09 Nov 2018 Market Volatility: Why Our Phone Isn’t Ringing

Posted by Jim Ludwick

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