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September 13, 2020
Ranking the Best and Worst Presidents – Part 1

What if we ranked the best and worst presidents simply by the performance of the stock market? Surely that would settle the debate as to which president was best for investors, right? Well, while it sounds easy there are a few big caveats to consider.

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August 26, 2020
12 Reasons You Could Go Broke in Retirement

Retirement is a major milestone that brings many life changes. One thing that doesn't change for most people: the fear of running out of money. According to the Transamerica Center for Retirement Studies, the most frequently reported retirement worry is outliving savings and investments. Across all ages, 51% of respondents cited this concern, and 41% of retirees claim the same fear. Additionally, only 46% of retirees think they've built a nest egg large enough to last through retirement.

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June 30, 2020
Pioneers of Hope

We know that there are many reasons to have concern during these times, but we also believe that there are many reasons to celebrate and have hope for the future.

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June 30, 2020
A Business "Will" can Go a Long Way

Planning for the transition of the business you have spent many years building is not an easy task. However, taking steps now to prepare a business "will" and the accompanying documents can help ensure your business continues according to your wishes. A business will is essential for sole proprietorships and partnerships because they must cease operation upon the death of an owner or partner. 

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June 30, 2020
Dusting Off the Misery Index from the 1970s

Millions of COVID-19 infections, with hundreds of thousands of them fatal, 30 million plus unemployed in the U.S., rising levels of anxiety, depression and substance abuse. Maybe now is a good time to talk about the Misery Index.

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January 4, 2020
IMPACT: The SECURE Act

The SECURE Act has wide-reaching impact The “Setting Every Community Up for Retirement Security Act”, or SECURE Act, was signed into law on December 20th, after passing with bipartisan support (97% of the house, and 71% of the senate).  Whether you are an employee with a 401(k) or a small business owner providing retirement benefit […]

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December 6, 2019
End of Year Planning Activities

This end-of-year planning article covers multiple topics, such as why donating securities may be better than cash for both the receiver and the donor. We also cover some ideas for both employees and employers that can reduce 2019 taxes and set the stage for years to come.

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December 6, 2019
New Retirement Plan Contribution Limits for 2020

The IRS has managed to pack a significant amount of complexity into a relatively simple change. Strong Valley clients should contact us directly to discuss how the new limits apply in your specific situation, and in the context of your retirement strategy.

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