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Behavioral Finance - When Perception is Deception
Behavioral Finance - When Perception is Deception
According to conventional, or modern, financial theory, people are generally rational and predictable investors. Some popular conventional finance the
Reasons Not to Invest in the Last 50 Years
Reasons Not to Invest in the Last 50 Years
How Does a 529 Plan Affect My Taxes?
How Does a 529 Plan Affect My Taxes?
For those of you who have 529 plans, you may be asking how your contributions to the plan will affect your tax return. While for the most part they&rs
What Students Need to Know About the American Opportunity Credit and Lifetime Learning Credit
What Students Need to Know About the American Opportunity Credit and Lifetime Learning Credit
American Opportunity Credit The American Opportunity credit gives students the chance to reduce the cost of attending college. Students must meet
Why Your Charitable Gift Receipt is So Important
Why Your Charitable Gift Receipt is So Important
Americans are an incredibly charitable group. According to a 2015 study done by The Giving Institute1, Americans donated $373 billion to charitable ca
Better Planned Giving with a Charitable Remainder Trust
Better Planned Giving with a Charitable Remainder Trust
For some, planned giving can be an important component of their estate plan. Planned giving is the practice of making a substantial charitable gift pa
Understanding Medicare – What You Must Know
Understanding Medicare – What You Must Know
If you don’t rely on it already, Medicare will eventually be a big part of ensuring that your healthcare costs are covered in your retirement. Health
5 Things to Never Do with an Inherited IRA
5 Things to Never Do with an Inherited IRA
Inheriting an individual retirement account can be a very fortunate thing, if done correctly. The majority of us are left to our own devices when prep