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Money Moves

Money Moves
coins falling into a piggy bank

05.11.20

Savings Accounts: Which is right for you?

Trying to set aside money? It’s important to understand your options when choosing which account to use. Savings accounts, money market accounts and certificates of deposits
boss showing his pleased employees something on a tablet

03.27.20

Three ways the SECURE Act may impact your retirement plans

A far-reaching new piece of federal legislation was signed into law on December 20, 2019, and it’s likely to affect most retirement savers.
older woman looking at paperwork while incapacitated husband is in hospital bed

03.20.20

Preparing for incapacity

What should one do after an unfortunate medical diagnosis suggesting that he or she will lose mental and physical abilities in the near term? Areas that need addressing are
man cheering as he sees his tax refund

03.11.20

Seven ways to get the most from your tax refund

Saving money is a lot like exercising. You know you should do it, but you just don’t want to. As tax season approaches, a refund is a great opportunity to better position yourself for financial fitness
spherical coronavirus mass with protruding spikes next to declining economic chart

03.03.20

Coronavirus Market and Economic Impact

Markets across the globe and in the United States continue to react with volatility as fears of the novel coronavirus escalate. But while the virus may cause short-term uncertainty, investors should remain focused
young woman at home balancing her budget

02.18.20

Four steps to budget like a pro

Budgeting is a vital component of building and maintaining financial stability. For a lot of people though, it can seem like a chore — one too daunting even to try.
tab of a folder in a file cabinet that reads Taxes

02.11.20

An estate tax story

When Anna Smith died in 1991, some 28 years ago, her estate’s main asset was a trust that she had created. The trust held 9,994 shares of stock in State Line Hotel, Inc., a Las Vegas hotel and casino, valued at $11,508,400.
woman with broken leg sitting on couch looking at phone

02.06.20

Everything you need to know about emergency funds

Having a healthy emergency fund in place is a critical component to achieving and maintaining financial stability. Unfortunately, things happen, like medical emergencies and job loss.

01.31.20

The Big Game Predictor, go 49ers?

It may sound as unbelievable as Punxsutawney Phil predicting an early spring, but the outcome of the Super Bowl forecasts the stock market’s direction for the year ahead.
Washington's face on a dollar bill next to a paper showing a rate that is dropping

01.21.20

Careful - that stock might not be what you think it is

A new study suggests “investor confusion” may be responsible for about 5 percent of trading. The confusion comes from ticker symbols that are very similar, leading to execution errors.
two business people shaking hands

01.08.20

How to negotiate a higher salary

You’ve interviewed for a new job, and now it’s time to talk money. While it may seem daunting, negotiating salary is a pivotal step in the interview process. It’s your chance to get the pay you deserve and set your financial trajectory for years to come.
computer screen showing stock prices and movement

12.27.19

Investment Outlook

Here’s an interesting nugget that was buried on page R5 of the October 1, 2019, Wall Street Journal: If you invested just $1,000 in the S&P 500 index on January 1, 1970, today you would have $138,908.
older couple holding hands while sitting on a beach

11.20.19

Six predictors of happiness in retirement

A study of adult development has been carried out at Harvard for roughly the last century. Three groups have been tracked:
two boats docked at a pier

11.05.19

A good case for a corporate fiduciary

As they say in the movies, the following is based upon a true story. Alex was in the market for a boat slip. He found one, owned by a brother and sister
couple talking to advisor looking surprised

10.28.19

Is it time to break up with your bank?

Breakups can be hard, but let’s face it: Sometimes they’re necessary. If your bank isn’t making you happy, it may be time to start thinking about taking your money elsewhere.
Smiling man with a papers in hand on phone

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