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All IRAs Are Not Created Equal

Not all IRAs are the same, and understanding the differences between them is essential in determining which kind is the correct one for your needs. With one you control the flow of assets, with the other Uncle Sam does, which is best for you is an individual decision... [...]

Medicare Open Enrollment Begins October 15

The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically change. [...]

Charitable Giving After Tax Reform

Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you'll be affected by these changes while there's still time to take action is important. [...]

Investment Strategies of the Wealthy

A recent study performed by the investment research firm, Openfolio, found that the wealthiest 1 percent of American investors had higher returns, or less of a loss, than the rest of investors, year over year. Of course, we all know that wealthier people make more money than those with less money, given the same rate of return. (Five percent of $1 million is a lot more than 5 percent of $100,000.) That's to be expected, but it has been found that the return is not even the same, not even close really, according to Openfolio. [...]

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