Keith Martin
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5 Ways to Leverage National Small Business Week
National Small Business Week (April 30–May 6) offers an opportunity for small businesses to celebrate their achievements and take advantage of resources that can help them grow and thrive.
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Getting Preapproved with RCU
What’s a preapproval? Getting preapproved means you've been approved in advance by a lender for...
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Annual Market Review 2022
How inflation impacted 2022 and how it translates to the current market and the future months ahead.
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What is a rollover IRA
There are at least two reasons to consider keeping your employer plan rollover separate from your contributory IRAs.
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What is a Roth 401(k)
Making Roth 401(k) contributions could play an important part in enhancing your retirement income.
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November Market Recap
The market rallied in November; the second monthly advance in a row.
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Three Stretch IRA Alternatives
Alternative ways to preserve your wealth and pass on to your beneficiaries.
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Year-End 2022 Tax Tips
Potential tax moves to consider before the end of the year.
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Establishing a Financial Safety Net
Setting up a cash reserve can ensure you are protected should a financial emergency arise in the future.
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Top Year-End Investment Tips
Strategic savings and investing decisions now can affect financial goals and the amount of taxes due next April.