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Investment Planning
Walking into a grocery store without a plan (or a list) can be a recipe for disaster. They say never go to the supermarket on an empty stomach, otherwise, you will select unhealthy items or just...
TFC Monthly Market Brief: January 2021
Executive Summary Stock market surges to end a tumultuous 2020 Diversified investors benefited from particular strength in small companies and foreign stocks Mortgage rates fall to record lows as...
Investment Tax
You know that old story – “Warren Buffett pays a lower tax rate than his secretary!” Is it true? Let’s take a look. He might – if he is paying taxes via long-term capital gains and his secretary is...
What’s the Difference: Stock, Bonds, & Mutual Funds
With technology and a proliferation of investment products comes more decisions to make, however. There is a fund for just about anything nowadays. 50 years ago if you wanted to invest in stocks,...
What To Do With an Old 401(k)
Millennials and Gen Z are job-hoppers. Gone are the days of working decade upon decade at the same company, then retiring on a pension you worked so long to earn. It seems like everything just...
Medicaid: What You Need to Know
In the category of "something you hope to never use" you’ll find Medicaid. It’s a program for low-income individuals that helps with medical costs. While Medicare is a government benefit that...
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