Death of the Stretch IRA

Do you currently own an IRA, plan to own an IRA, or possibly inherit one in the future? If so, then you will want to be aware of the most […]

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Dos and Don’ts of Credit Cards

Credits cards often get a bad reputation in the financial world and are viewed as the bane of some people’s existence. Some people insist that you should never use credit […]

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Stimulus Package Highlights

Below are some highlights of the recently passed CARES (Coronavirus Aid, Relief, Economic Security) Act that we feel are most applicable to our clients. Please understand that definitions, details, and […]

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Has your portfolio caught the coronavirus?

Our risk management tool, the FSA Safety Net, helps protect our client portfolios in volatile markets to provide peace of mind and a legacy of trust. Ronald Rough: Has your […]

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Eight Tax Tips for Tax Season

Tax season can be a very stressful time for a lot of people. You want to make sure that you’re filling out all the required information, but it can also […]

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Secure Act

The Secure (Setting Every Community Up for Retirement Enhancement) Act was signed into law on December 20, 2019, and became effective January 1, 2020. Although the Secure Act affects every […]

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Advice to Parents

Raising children is hard. It seems that everyone has all the correct answers to raising children until they have kids of their own. All we can do is learn from […]

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Charitable Giving Options

Giving away hard-earned cash/stock/etc. to charity is one of the most rewarding investments you can make. As well, those who give to others are usually rewarded in the form of […]

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The Intrinsic Value of a Financial Advisor

Financial advisors come in all shapes and sizes. Some work with broker-dealers (such as Charles Schwab or Fidelity); others work with independent Registered Investment Advisors (such as FSA). When calculating […]

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