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The Threatened State of Financial Freedom

By Charles “Bo” Ives, President Retirement is a frightening concept for many, and the idea of saving for retirement seems to be getting more and more of a negative connotation. Also, some data shows it on the decline among Millennials, despite recent news that Millennials are actually saving more than their parents’ generation. One major […]

When You Can and Must Take Money Out of Your IRA

You are certainly able to take money out of your IRA at any time, but oftentimes not without penalty. Let’s review one of the better-known rules about IRA distributions. If you take withdrawals before age 59 ½, you will have a 10% IRS penalty to cover. This charge could be in addition to any tax […]

Why Real Estate Is “Where the Money Is”

According to urban legend, prolific American bank robber “Slick” Willie Sutton said that he robbed banks “because that’s where the money is.” Sutton reportedly stole upwards of $2 million over his career. Finding the money is the key to success in any industry, and there is an enormous, relatively unknown tax-advantaged investment resource that savvy investors […]

Three Insights into the Millennial Investor

Like most generations, the Millennial Generation (those born between the early 1980s and late 1990s) has a different set of values, interests and preferences than preceding generations. This also applies to Millennials’ investing preferences and interests. Folio Investing, a leader in the online investing space for over 15 years, recently published an article discussing some of the themes […]

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