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Portfolio Allocation
Financial Directions

Portfolio Allocation

The first half of 2020 has seen a dramatic increase in stock market volatility. After beginning the year by gaining 4% through mid-March, the S&P

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Financial Direction, LLC
Estate Planning

CARES Act

The $2 trillion coronavirus economic recovery bill, dubbed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a daunting 880 pages long, but

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Financial Scams
Financial Directions

Financial Scams

Just as technology advances, so do the tools cybercriminals use to target people’s savings. Wire fraud, identity theft, and email scams continue to threaten security

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Piggy Bank
Investments

IRA Conversions

Prior to 2010, Roth conversion were subject to a $100,000 AGI limit which prohibited some from taking advantage of the tax free growth of a

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