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BAM Intelligence

Youth + Roth IRA/401(k) = Successful Retirement Planning

Saving as a young adult can have a big impact on retirement planning. Judi Pflaumer on how to tackle savings decisions. Read more

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In Tax Planning, Planning Is the Operative Word — Scott Brown

Scott Brown, Wealth Management Group, Dover, Del. Once upon a time, tax planning meant making a few end-of-year adjustments to reduce taxes due in April. Today, planning means taking a much broader and more proactive view to take advantage of… Read more

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A Learner’s Permit for Credit Cards — Scott Brown

Scott Brown, Wealth Management Group, Dover, Del. On the day we dropped off our daughter at college, we attended the Parent Freshman meeting. The school officials were describing security precautions for the student ID card because it doubled as a… Read more

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More Wealth, More Choices, More Traps — Scott Brown

Scott Brown, Wealth Management Group, Dover, Del. Investing is complicated for everyone, but as you amass more wealth and have more investment choices, it only gets more complex. As it turns out, having more choices isn’t always better; it often… Read more

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