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Slowing Growth, Speeding Outbreak. Time to Panic Yet?

Submitted by Madison Planning Group on February 25th, 2020

-It is notoriously difficult — if not impossible — to time an investment strategy to turning points in business cycles or bull and bear markets.

-We think investors would be better-served to remember that economic slowdowns and positive equity market returns have historically gone hand in hand.

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Spring Cleaning Your Way to Better Finances

Submitted by Madison Planning Group on February 19th, 2020

Spring Cleaning Your Way to Better Finances

Spring is a good time to clean out the cobwebs, and not just in your home or apartment. Your personal finances can benefit from a good spring cleaning, too. Here are some questions to ask yourself regarding your budget, debt, and taxes.

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Due Date Approaches for 2019 Federal Income Tax Returns

Submitted by Madison Planning Group on February 19th, 2020

Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a copy of your 2018 tax return and gathering W-2s, 1099s, and deduction records. You'll need these records whether you're preparing your own return or paying someone else to prepare your tax return for you.

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Life Insurance and Estate Planning

Submitted by Madison Planning Group on January 29th, 2020

Life insurance has come a long way since the days when it was known as burial insurance and used mainly to pay for funeral expenses. Today, life insurance is a crucial part of many estate plans. You can use it to leave much-needed income to your survivors, provide for your children's education, pay off your mortgage, and simplify the transfer of assets.

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Adjusting to Life Financially after a Divorce.

Submitted by Madison Planning Group on January 17th, 2020

There's no doubt about it — going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved.

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How can I lower my credit card debt??

Submitted by Madison Planning Group on January 17th, 2020

How can I lower my credit card debt?

If you find that you are struggling to pay down a credit card balance, here are some strategies that can help eliminate your credit card debt.

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The SECURE Act Offers New Opportunities for Individuals and Businesses

Submitted by Madison Planning Group on January 17th, 2020

The SECURE Act Offers New Opportunities for Individuals and Businesses

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is major legislation that was passed by Congress as part of a larger spending bill and signed into law by the president in December. Here are a few provisions that may affect you.

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Getting Help from a Financial Professional

Submitted by Madison Planning Group on December 24th, 2019

Getting Help from a Financial Professional

Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you're on the right track with your savings and investments? Finding yourself with new responsibilities, such as the care of a child or an aging parent?

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*IMPORTANT* - SECURE Act Signed into law - Retirement Plan Changes

Submitted by Madison Planning Group on December 24th, 2019

New Spending Package Includes Sweeping Retirement Plan Changes

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate.

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Could you survive a no-spend month?

Submitted by Madison Planning Group on December 23rd, 2019

Could you survive a no-spend month?

Would you take on a 30-day challenge to spend money only on necessities such as rent, utilities, and groceries? During a no-spend month, many common activities — including dining out, buying movie or concert tickets, and shopping for clothes — are avoided at all costs.

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Securities and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC. Additional advisory services offered through Madison Advisory Services, Inc. Insurance services offered through Madison Planning Group. Royal Alliance Associates, Inc. is not affiliated with either entity. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IL, KS, LA, MA, MD, MN, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
*Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client not are they representative of any one client’s evaluation.

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