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May The Odds Be Ever In Your Favor

  The Hunger Games was a bestselling novel that was subsequently made into a movie.  Both were awesome.  The setting is one where the Capital is abundant in riches.  The outlying 12 Districts are all living in poverty.  Every year


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7 Reasons Why All Investors Over Age 70 1/2 Should Consider a Qualified Charitable Distribution

  Our observation is that many people are very generous with the donations they make.  It sure helps that there is likely a tax deduction for this, no question.  Many people are accustomed to donating cash, writing a check to


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“It’s Not About the Money”

Don’t you just love it when a Major League athlete signs a huge contract with a new team and says, “It’s not about the money.” Bull Just to be clear: It’s always about the money!   Don’t get me wrong


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3 Reasons Affluent Connecticut Residents Should Consider a Roth Conversion

  Affluent folks in Connecticut should consider doing a Roth Conversion.  What is a Roth Conversion? This is when a distribution is made from an IRA, taxed and then converted into a Roth IRA. Here are Five Reasons the Affluent


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How to Use the Tax Code to Retire in Style

How do you envision your retirement?  Spending long, lazy days at the beach? Spending more time with your grandchildren? Going golfing or fishing a lot more?  Everyone has their own ideal retirement plan.  Want more help getting to your retirement? 


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Things are More Expensive When You Pay For Them Yourself

      We never gave our children an allowance when they were growing up.  I had an allowance when I was a kid.  Unfortunately for me my dad tied what I could get for an allowance to my grades. 


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5 Reasons to Fund a 529 College Savings Plan

1) College is Expensive   Financing a college education today can be a big challenge.  Having written some checks for college I find it handy to have a cold six pack close by. According to the College Board, the average


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