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Manchester Financial Sponsors Third Women in Financial Transition Event
On Thursday, October 13th, Manchester Financial hosted their third Women in Financial Transition panel and reception at the Westlake Village Inn....
I’m Not Sure I’ve Saved Enough for College. Now What?
If you are the parent of a high school senior, your child is probably knee-deep in college applications and you may be starting to sweat a little....
When Has the IRS Ever Given You a Break? Well, Now They Have!
If you converted any portion of your traditional IRA to a Roth IRA in 2015, you have until October 15, 2016, to complete a “do-over” – also known as...
Beware When T.I.N.A. Comes Knocking
Wall Street pundits love coming up with acronyms and catchy phrases for what they favor in the markets. While this style of reporting can make for...
Closing the Retirement Savings Gap
It’s no secret that Americans aren’t saving enough for retirement. In fact, a recent survey by GoBankingRates found that 56% of Americans have less...
Could You Benefit From a Structured Note?
A Structured Note is a debt obligation issued by a financial institution which has some similarity to a bond instrument, and/or a growth instrument....
A Common Mistake in Calculating IRA Annuity RMDs – Don’t Go It Alone!
At first glance, the rules for IRA RMDs (Required Minimum Distributions) sound simple. However, they can quickly become complex. Running...