What is a Health Savings Account HSA
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What is a Health Savings Account (HSA)?

Are health insurance premiums taking too big of a bite out of your budget? Do you wish you had better control over how you spend … Read more

Ten Tax Tips
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Why Dividends Matter

Dividends receive favorable tax treatment as well as the ability to provide income and potentially help mitigate market volatility which is attractive to investors. As … Read more

Tick, Tock… It’s time for your Required Minimum Distribution
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Tick, Tock… It’s time for your Required Minimum Distribution

The December 31st deadline is approaching fast… don’t forget to take your Required Minimum Distribution! What are required minimum distributions (RMDs)? Required minimum distributions, often … Read more

Year End Planning Roth Conversions
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Year End Planning: Roth Conversions

What exactly is a Roth conversion? A Roth conversion occurs when you take savings from a Traditional IRA or employer-sponsored retirement plan — such as … Read more

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4 Things You Can Do Immediately To Help Grow Your Business

As a business owner, you of course “wear many hats” on a daily basis.  However, chances are, you add the greatest value to your company … Read more

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Retirement Reinvented

Today’s retirees spend their time and money on not-so-traditional pursuits. It’s estimated that 10,000 baby boomers reach retirement age every day. While age may be … Read more

You Are What You Think

An optimistic outlook can enhance your health, your work and your daily life. Research shows that 90% of your happiness is determined by your mindset, … Read more

Diversify Your Retirement Income

Branching out allows your savings to weather different seasons. There are many factors to consider when it comes to planning for a secure and fulfilling … Read more

sweet financial market commentary

Weekly Market Commentary: July 5, 2017

The Markets This is the way the quarter ends – with a central bank scare. Central bankers are stodgy. They speak carefully. For many, reading … Read more

Sweet-Financial-A-women-with-a-plan
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A Woman With A Plan

From longer lifespans to caring for aging parents, women face unique challenges when it comes to planning for retirement. Our ebook outlines those hurdles and … Read more

Sweet-Financial-Smarter-Business-succession
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Fundamental Elements of a Successful Family Business

Whether yours is a family business or not, there are six key principles the most successful family enterprises follow. As you read about them, ask … Read more

retirement-solutions

Retirement Solutions: Summer 2017

Ahhh….Summer, welcome back! We’ve waited so long for you! Check out all the Summer happenings and updates at Sweet Financial in our Retirement Solutions Newsletter … Read more