Posts Tagged ‘Retirement’

Why Is My Tax Refund So Small?

Posted by on February 3rd, 2016 in Accounts

This time of year, W-2 forms are coming in, shoe-boxes are coming out and kitchen tables are disappearing under a pile of documents.  It’s tax time, and the most common set of questions we hear revolve around the same issue: Why is my refund so small? How can I make it bigger? While we are […]

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How Your Teen Can Benefit From Opening a Roth IRA

Posted by on August 20th, 2015 in Accounts

Just like mine, your teenagers may have gotten jobs and worked all summer. This doesn’t mean they should have free reign to spend, spend, spend just because their bank account has swelled. It’s a tough sell to convince a teenager to put money away, but here are some really sound reasons why a Roth individual […]

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