Tooele Transcript Bulletin – News in Tooele, Utah

Financial Focus

What should you do with a tax refund?

Tuesday, February 8th, 2022

What should you do with a tax refund?

Are you expecting a tax refund this year? If so, what will you do with it? Of course, the answer largely depends on the size of your refund. For the 2020 tax year, the average refund was...

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What are your financial resolutions for 2022?

Wednesday, January 12th, 2022

What are your financial resolutions for 2022?

As you know, 2021 was full of challenges. We were still feeling the effects of the COVID-19 pandemic when supply chains shut down and inflation heated up. So, if you’re like many people, you might not be...

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How does Social Security fit into retirement?

Thursday, July 8th, 2021

How does Social Security fit into retirement?

Here’s something to think about: You could spend two, or even three, decades in retirement. To meet your income needs for all those years, you’ll generally need a sizable amount of retirement assets. How will Social Security...

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Avoid financial mistakes during retirement

Thursday, October 15th, 2020

Avoid financial mistakes during retirement

When you retire, you’ve learned a lot about all sorts of things, helping you avoid some of the mistakes you made earlier in life. However, you may still be susceptible to financial missteps specifically related to your...

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The need to ensure you’re properly insured

Thursday, June 11th, 2020

The need to ensure you’re properly insured

There’s certainly been plenty of volatility and uncertainty the past few months, but one aspect of your financial picture has probably remained stable: your need for insurance. And since National Insurance Awareness Day is observed on June...

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Don’t let COVID-19 infect your investment strategy needlessly

Thursday, March 5th, 2020

Don’t let COVID-19 infect your investment strategy needlessly

As you know, the coronavirus has become a major health concern, not just in China, but in other parts of the world, too. It’s also shaken up the financial markets. As an individual investor, how concerned should...

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Look for changes in retirement plans because of SECURE Act

Thursday, January 9th, 2020

Look for changes in retirement plans because of SECURE Act

It might not have made the headlines, but a recently passed piece of legislation could affect the IRAs and 401(k)s of millions of Americans beginning in 2020. If you have either of these accounts, or if you...

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Be generous and creative while sharing your bounty with family

Thursday, November 14th, 2019

Be generous and creative while sharing your bounty with family

As Thanksgiving approaches, it’s meaningful to reflect on the origin of the holiday —Native Americans and pilgrims sharing their bounty of food with each other. As you gather with your loved ones this year, perhaps you can...

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Be creative when withdrawing from your retirement accounts

Thursday, October 10th, 2019

Be creative when withdrawing from your retirement accounts

Like many people, you may spend decades putting money into your IRA and your 401(k) or similar employer-sponsored retirement plan. But eventually you will want to take this money out — if you must start withdrawing some...

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You have to invest long-term to see stronger investment gains

Thursday, September 19th, 2019

You have to invest long-term to see stronger investment gains

It’s a fairly predictable pattern: When the stock market rises, more people invest, but after a large-scale drop, many of these same people head for the exits.  But by staying out of the financial markets, and only...

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