The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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Should You Tap Retirement Savings to Fund College?

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Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.