The One Big Beautiful Bill Act (OBBBA) reshapes financial planning, introducing potential opportunities and challenges with taxes, estate planning and how you repay student loans.…
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Category: Retirement
Trees by The Reverend Mrs. Silence DoGood
Dear Editor, People have asked me why I do it. I know it looks strange. So, I thought I had better explain it. With this…
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Creating an Investment Portfolio
Creating an Investment Portfolio You’ve identified your goals and done some basic research. You understand the difference between a stock and a bond. But how…
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My Wise Neighbor
By The Reverend Mrs. Silence DoGood Dear Editor, It usually happens when you don’t even expect it. And you may not realize the significance of…
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Changing Jobs? Know Your 401(k) Options
Provided by Michael Krupa If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account.…
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An Introduction to Estate Planning
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control…
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Understanding IRAs Part 2
An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools…
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Estimating Your Retirement Income Needs
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate…
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Coronavirus Concerns? Consider Past Health Crises
During the last week of February 2020, the S&P 500 lost 11.49% — the worst week for stocks since the 2008 financial crisis — only…
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New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)
Provided courtesy of Michael J Krupa, Krupa Wealth Management The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up…
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