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Explore: Financial Planning for Expectant Parents

Financial Planning for Expectant Parents

Parents

When a couple discovers that they are expecting a child, they are often overwhelmed with feelings of joy…and anxiety. According to recent data from 2015, the USDA estimates that a child of a middle-income married couple will cost $233,610 ($12,980/year) from birth through age 17. Continue reading “Financial Planning for Expectant Parents”

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Net Unrealized Appreciation — Your Options

Stock

Individuals who own company stock in an employer-sponsored qualified retirement plan may be able to benefit from an Internal Revenue Service (IRS) tax rule that provides an additional distribution option for such a holding. According to Vanguard’s 2014 research on nearly 1,500 qualified plan sponsors, 15% of all plan participants utilize company stock in their employer’s qualified retirement plan. Continue reading “Net Unrealized Appreciation — Your Options”

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