Wealth Management

Sunny summer months make it easy to cut loose. Unfortunately, it can also mean cutting loose financially. Most people derail their finances because they don’t have a set budget for holiday weekends, graduation parties, vacations, barbecues and family gatherings, summer camp, activities with the kids and back-to-school shopping. It’s common to use credit more recklessly
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For identity thieves, kids are the perfect mark. While adults make prime targets for their account balances, a child’s information, particularly their Social Security number, has even more value to scammers because it is a “clean slate” for opening new lines of credit before someone catches on, according to the Identity Theft Resource Center. More
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Planning to reinvest those pesky required withdrawals from your individual retirement account or 401(k) plan because you don’t need the money? Under the Secure Act, a bill pending in Congress right now that aims to improve the nation’s retirement savings, you’d have to start taking withdrawals from your IRA (and most other retirement accounts) at
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