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Our Articles

#BestOf2020 Should I Change My Strategy During the Presidential Election Cycle?
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With timeless advice, this article can help you make decisions during uncertain times.

SEC Still Allows ‘Advisor’ Confusion
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Avoid allowing the firm that has custody of your assets to also give you advice.

How Do You Report Qualified Withdrawals from Roth Contribution Basis?
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To take advantage of tax-free penalty-free Roth withdrawals of contribution basis, you need to keep careful records of your Roth contributions.

Q&A: Can I Fund My HSA with Appreciated Stock?
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Sadly, the IRS is very clear about this; contributions must be cash.

#BestOf2020 Should I Pull Out of the Stock Market Now?
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A timeless question with a consistent answer, this article helps you determine if your asset allocation is appropriate enough that you should continue to stay the course.

SRI Equivocates on The Word ‘Invest’
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Instead of changing your investment strategy, you should focus on changing your spending habits and charitable giving to help further the social good you want in the world.

Do I Want To Give My Financial Advisor Discretion on My Account?
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Having a financial advisor who has discretion over your accounts is only a good idea if your financial advisor is covered under the fiduciary duty and is fee-only.

How to Help Your Children Purchase a Home
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Here are some options for helping your child purchase their first home.

#BestOf2020 Who Pays Taxes and Penalties on 529 Distributions and How?
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Step by step, this article shows how you can determine what taxes and penalties are owed on non-qualified distributions.

Q&A: How Much K-12 Tuition Can I Reimburse from 529 Plan?
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By flowing money through a 529 account, a Virginia tax payer could receive a $575 discount on their private school tuition.

Q&A: Should I Be My Brother’s Power of Attorney?
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Interestingly, being a fiduciary though is not a job description as much as it is descriptive of the kind of job that you do.

How to Avoid an IRMAA Medicare Premium Surcharge 2021
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Depending on your particular case and Social Security agent, you may get your surcharge waived, lowered, or upheld.

#TBT A Year of Financially Healthy Habits
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Want to do the new year well? Here is a month-by-month guide for setting financially healthy habits.

Q&A: If I Close My Oldest Roth IRA, Do I Change My 5-Year Clock?
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Fortunately, closing a specific account doesn’t reset your Roth clock.

How to Turn Monthly Returns Into an Average Annual Return in Excel
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There are three clear options: future value schedule, a product array, or a large table.

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