Helpful Holiday Hints

Helpful holiday hints

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The holidays can be stressful. Shopping, travel, family obligations and winter weather can all take their toll. But in life, as in finances, a bit of planning can help keep you on track for a happy holiday season.

Recent Insights

Ten year-end tax tips for 2017

Tax season starts now. Here are 10 things to consider doing before December 31, 2017 to prepare for April 17, 2018.

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The maximum 401(k) contribution is going up

The Internal Revenue Service (IRS) announced it is increasing the amount you can contribute to your workplace retirement plan. The contribution limit for retirement savings accounts, including 401(k), 403(b) and the majority of 457 plans, has increased to $18,500 from $18,000.

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Asset allocation moves in new directions

Many have forecast that stock market returns in the next 10 years will not match those of the last 10 years – or even the last 35 years. Instead, they expect lower returns and higher volatility. Get the views of our investment panel on the factors facing asset allocation now.

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Give the gift that keeps on giving

Are you planning for the higher education needs of your child or grandchild?

Check out the newly enhanced Ivy InvestEd 529 Plan

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