You know the feeling you get when you stumble upon some unexpected cash, the cash you had completely forgotten. Whether you left it in an old purse, inside a coat pocket or you find it at the bottom of the wash. It makes most of us feel a bit of pleasure. So then why wouldn’t…

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V is for The Value in a Solo 401k

V is for The Value in a Solo 401k May Be Right For You! What is a Solo 401 (k)? A Solo 401(k) is a 401(k) qualified retirement plan that was designed specifically to cover employers with no employees, or that person and his or her spouse.  The one-participant 401(k) plan isn’t a new type…

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What is a Home Equity Loan? Home equity is a homeowner’s current interest in a home. It can grow over time should the property value increase or if the mortgage is paid down. The equity in a home is the difference between the home’s fair market value and the outstanding balance of all liens on…

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What is the meaning of Collectibles? Collectibles are items made valuable due to their rarity or popular demand. Examples include art, rare coins/stamps, antiques, fine wine, etc. The ta”X”ing of collectibles can be complicated. But having a comprehensive plan in place can help reduce the burden one encounters when selling these heavily taxed valuables. The…

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