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Have You Made Any of These Financial Mistakes?

As people move through different stages of life, there are new financial opportunities—and potential pitfalls—around every corner. Have you made any of these mistakes?...

Mid-Year Planning: Tax Changes to Factor In

The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the provisions in the legislation...

Marriage and Money: Taking a Team Approach to Retirement

Now that it's fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored retirement accounts. In 2018, the maximum employee contribution...

Investing to Save Time Boosts Happiness Returns

The more money you make, the more valuable you perceive your time to be — and the more time-strapped you may feel, according to University of British Columbia psychology professor...

IRS Announces HSA Limits for 2019

On May 10, 2018, the IRS released Revenue Procedure 2018-30 to announce the inflation-adjusted limits for health savings accounts (HSAs) and high deductible health plans (HDHPs) for 2019. ...

IPO-market-debut

Going Public: An IPO’s Market Debut May Not Live Up to the Hype

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left"][vc_column width="2/3"][vc_column_text] An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors are...