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What’s In Your Toolbox? (Part 4)

What's in your Toolbox?

Stephen Smalenberger, EA Over the last several blog entries, we have reviewed the details within the various types of accounts and learned how and when they are taxed. To finish this series, let’s look at the final grouping:   Taxable Tax-Deferred Tax-Free The Roth IRA was named after William Roth, a senator from the state…

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Friday’s Financial Update 4-7-2017

market week 4.7.17

Written By: Michelle Smalenberger CFP®  Have you been busy?  Perhaps, you feel like you’ve missed a lot of the news throughout the week.  Let’s review all that has filled our screens, newspapers, and airwaves.  The following is a graphic I put together to summarize big picture stories and the way to invest in the midst…

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What’s In Your Toolbox? (Part 3)

What's in your Toolbox?

Stephen Smalenberger, EA In the last blog entry What’s In Your Toolbox? (Part 2), we learned about the various types of taxable accounts and how the investment growth is taxed when earned.   Let’s turn our attention, today, to the next group of accounts in order to better understand the value these bring to our…

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Friday’s Financial Update 3-31-2017

Financial Friday

Written By: Michelle Smalenberger, CFP ® The last week of the 2017 first quarter has felt relatively quiet without large pending votes that may or may not signal expectations going forward.  The U.S. stock market indexes posted another positive quarter, which again brings welcome gains to investors’ accounts.   We could still see an upcoming…

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What’s In Your Toolbox? (Part 2)

What's in your Toolbox?

Written By: Steve Smalenberger, EA The last post in this series entitled “What’s In Your Toolbox,” we looked at the various types of accounts and grouped them into three general categories: Taxable Tax-Deferred Tax-Free Today, let’s focus on the taxable accounts in order to better understand their characteristics and how they can be a great…

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