Personal Finance

The 7 smartest ways to pay for college

Senior Estate Planner, Mike Repak, discusses the best strategies to fund college education
today and provides tips on how to save.



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Consider a Backdoor Roth if You Make Too Much for Roth IRA Contributions

A Roth IRA is an individual retirement account that allows a person to set aside after-tax income up to a specified amount each year. Both earnings on the account and withdrawals after age 59 1/2 are tax free if it has been at least five years since you first opened and contributed to your Roth IRA, regardless of your age when you opened it.

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Building a Personalized Asset Allocation

At the core of every financial plan is the asset allocation, which, at the highest level, is the optimal mix of asset classes most likely to achieve your long-term investment goals.

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Don’t Procrastinate - Establish Your Will

Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.

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Women and Work: Why Salary, Benefits, and Work-Life Balance Count

As more and more women earn college degrees, change in the workplace may be inevitable. According to the National Center for Education Statistics, women now earn 57% of bachelor's degrees, 60% of master's degrees, and 52% of doctoral degrees.1



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How Women Are Different from Men, Financially Speaking

We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes.



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Paying the Bills: Potential Sources of Retirement Income

Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in the process is to identify all potential income sources and estimate how much you can expect each one to provide.



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The Overlooked Retirement Plan Tax Credits


An employer-sponsored retirement plan is a benefit provided by employers and a potential way for employees to save for retirement. But did you know that there may be additional tax filing considerations for both the participant and the company sponsoring the plan?



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Giving the Gift of an Education to the Next Generation



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A Guide to Environmental, Social, and Governance (ESG) Investing

Environmental, Social, and Governance (ESG) investing is a rapidly growing investment discipline that includes many factors that make up traditional corporate best practices. Consequently, many firms that score well on ESG metrics are also solid investment opportunities.


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