Resources
15May 2019

Written by Dan Mules, CPA You’ve made it! You’ve weathered the workforce storms and are reaping the rewards of a career well served. Visions of sleeping in, traveling to new, exciting destinations, and not being governed by the clock 24/7, are no longer residents of your daydreams. These visions have become your new reality. After […]

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08May 2019

Written by Gregory Palacorolla, CFP® Investopedia says, “Investing is the act of allocating funds to an asset or committing capital to an endeavor (a business, project, real estate, etc.), with the expectation of generating an income or profit. This begs the question, “How do I increase my chances of generating an income or profit?” Then, […]

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01May 2019

Written by Dan Mules, CPA According to a Transamerica Center study, only 52% of workers know about catch-up contributions. If you are behind on your retirement savings goal and age 50 or older, you may want to get familiar with this retirement savings strategy. What Are Catch-Up Contributions? A catch-up contribution is a retirement savings […]

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24Apr 2019

Written by Dan Mules, CPA According to Northwestern Mutual’s 2018 Planning and Progress Study, almost 8 out of 10 Americans say they’re concerned about not having enough money for retirement. The good news is that it is never too late (or too early) to start contributing to your retirement nest egg. There are a lucky […]

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