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UNCATEGORIZED
In the Markets – Week-Ending March 25
Oil futures finished lower, but pared some of its worst losses of the day after a report showed that the number of rigs actively drilling for crude in the U.S. fell over the past week, suggested that production might soon decline.
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UNCATEGORIZED
In the Markets – Week-Ending March 18
This week in the markets: S&P 500 and Dow industrials closed at their highest levels of 2016, buoyed by a rally in health-care and financial stocks.
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UNCATEGORIZED
What You Need to Know About Wills and Gifting Assets
As part of the estate financial planning process and regardless of status, age or net worth, here is what you need to know about a Will and Gifting Assets.
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FINANCIAL-PLANNING RETIREMENT
Why You Should Be Careful Making Early Withdrawals from Your Retirement Fund
One of the questions my clients most frequently ask is “is there any way I can make early withdrawals from my retirement fund without being taxed?” The short answer is no. There may be exceptions for after-tax contributions and your company may permit loans against the funds, but put simply, if money goes into a…
