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Cash for Kids: What to Know About the $1,000 Accounts for Newborns
The concept of endowing newborn children with government-funded savings accounts has been around for years, but gained renewed attention...
Jacquie Webster, CFP®
Jun 174 min read
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Here today, gone tomorrow? The backdoor Roth IRA takes center stage.
There’s been a lot of talk lately about the backdoor Roth IRA. In particular, its potential elimination if the new federal spending bill...
Dominique McQueen, EA, MBA, CFA, CFP®
Nov 4, 20213 min read
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The Top 3 College Savings Strategies To Curb Inflation
With student loan debt averaging $37,000 per borrower, it’s no wonder education planning is top of mind for many parents. Creating an...
Kyle Fulton
Oct 26, 20215 min read
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How A Low Rate Environment Is Forcing Investors To Take More Risk
Recent events have caused many investors to seek low-risk investments. But interest rates on "safe-haven" investments have been...
Dominique McQueen, EA, MBA, CFA, CFP®
Oct 5, 20214 min read
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