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2019 Recap

Submitted by Madison Planning Group on December 6th, 2019

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2019 THE RECAP!

IRA New Year's Resolutions

Submitted by Madison Planning Group on December 3rd, 2019

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For College Savings, 529 Plans Are Hard to Beat

Submitted by Madison Planning Group on November 27th, 2019

For College Savings, 529 Plans Are Hard to Beat

Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for college?

Tags:
  • 529 Plan
  • College Planning
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Ten Year-End Tax Tips for 2019

Submitted by Madison Planning Group on October 25th, 2019

Ten Year-End Tax Tips for 2019

 


Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.


1. Set aside time to plan

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Tips for Managing Your Holiday Spending

Submitted by Madison Planning Group on October 25th, 2019

Tips for Managing Your Holiday Spending


Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities to overspend. Here are some tips to help you make sure your family's spending remains in check this holiday season.

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Three Regrets of Retirees

Submitted by Madison Planning Group on October 23rd, 2019

Three Regrets of Retirees

A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to compensate for financial shortfalls.1

Considering their most common regrets may help you avoid making the same mistakes.

Tags:
  • Debt
  • Retirement
  • Retirement Planning
  • Social Security
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What is a Chartered Financial Analyst (CFA)?

Submitted by Madison Planning Group on September 25th, 2019

What exactly is a Chartered Financial Analyst (CFA)?

According to the CFA Institute’s website; it is a credential that is held by over 150,000 professionals around the world. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills.

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Madison Education: Required Minimum Distributions (RMDs)

Submitted by Madison Planning Group on September 24th, 2019

Required Minimum Distributions

What are required minimum distributions (RMDs)?

Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after you reti

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  • RMD
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Five Times in Your Life When You Might Need Help with Your Finances

Submitted by Madison Planning Group on September 23rd, 2019

Five Times in Your Life When You Might Need Help with Your Finances

As you move through different stages of life, you will face new and unique financial situations. Did you just get engaged? Perhaps you are wondering how you and your partner are going to manage your money together. Do you have children? Maybe you are looking for ways to pay for their college education.

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Madison Planning Golf Outing Recap

Submitted by Madison Planning Group on September 9th, 2019

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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Madison Advisory Services, Inc. an investment advisor registered with the SEC. LSF is not an affiliated company. Neither Lion Street Financial, LLC nor Madison Advisory Services, Inc. provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Benjamin Schwartz at 800.222.2091.
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