Latest Articles

Gift Ideas for Minimalists
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Even though tangible things that take up space tend to be bad gifts, there are many items that a minimalist can really appreciate receiving.

Abolish The TSA
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If the TSA were abolished, that would not mean that airports would be any less secure.

What Is The 30-Day Election Period For Retirement Plan Rollovers?
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The regulation is an attempt to protect participants who don’t understand the rules set up by the government.

Q&A: Can I Use 529 Funds for Off-Campus Housing?
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In general, you can use 529 funds to pay for your student’s off-campus housing costs.

Black Friday, Small Business Saturday, Cyber Monday, and How Not to Go Broke at Thanksgiving
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I would like to encourage those of you who like participating in this weekend shopping spree to do the small task of paying yourself first.

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Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.

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