The Changing College Landscape
The 2020-2021 academic year is right around the corner, and the coronavirus pandemic has upended the college world, like everything else....
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Regev Financial
Oct 22, 20194 min read
Ten Year-End Tax Tips for 2019
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective...
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Regev Financial
Oct 15, 20194 min read
Five Times in Your Life When You Might Need Help with Your Finances
As you move through different stages of life, you will face new and unique financial situations. Did you just get engaged? Perhaps you...
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Regev Financial
Mar 22, 20194 min read
Rules on Opening a 529 Plan Account for College
Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are typically...
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Regev Financial
Jul 17, 20183 min read
Have You Made Any of These Financial Mistakes?
As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner....
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Regev Financial
Jun 19, 20183 min read
Marriage and Money: Taking a Team Approach to Retirement
Now that it's fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate...
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Regev Financial
Jun 7, 20183 min read
Mid-Year Planning: Tax Changes to Factor In
The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and...
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Regev Financial
Jan 8, 20181 min read
Tax Reform
Tax Reform is a reality. With so much information out there, it may be difficult to figure out what it all means to you and your...
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Regev Financial
Oct 15, 20174 min read
6 Reasons Why You NEED a Budget
If you've heard it once, you've heard it a thousand times: BUDGET YOUR MONEY! Financial experts and money advisors have been shouting...
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Regev Financial
Aug 27, 20173 min read
How to Be A Winner in the Game of Life Insurance
September is “Life Insurance Awareness Month,” and while it won’t be celebrated with marching bands and fireworks, it might give some...
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Regev Financial
Mar 12, 20179 min read
Budget Deficits & Federal Debt: Pay Me Later
With potential policy changes on the horizon, many investors are focused on what this may mean for the deficit and federal debt, but we...
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