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Archive for September 2017

What In The World Is Going On?

MICHELLE SMALENBERGER, CFP® You can picture the movie scene where a character says: “Don’t move” while the others cautiously stand still and watch. You could say this is reminiscent of the world at the moment.  Instead of standing in paranoia, we are waiting for clear direction. There are so many random, unconnected events happening all…

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[Video] You’re 70 1/2… Now What?

STEPHEN SMALENBERGER, EA Now that you’ve been saving in your retirement account for years, there comes a time where you have to start taking money out.  That’s known as a Required Minimum Distribution (RMD). What is this?  It is a mandatory withdrawal from certain accounts. What accounts are impacted?  Your Traditional IRA, 401(k), 403(b), etc.…

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The Equifax Data Breach: What Matters?

MICHELLE SMALENBERGER, CFP ® There have been articles informing individuals what to do about the recent data breach.  See this link for what has happened. What we have learned: Signing up for Equifax credit monitoring is not necessarily free like it has been with other company breaches. You can sign up by November 21st for…

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Friday’s Financial Update 9-15-2017

MICHELLE SMALENBERGER, CFP® During the months of August and September, we’ve seen continued positive performance in the financial markets.  With this higher performance has come an increase in volatility attributed to a variety of reasons which we will dig into. The following chart is extremely helpful for comparing volatility and putting it into perspective.  As…

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