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Blog

Clifford Michaels | Apr 19, 2022

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Clifford Michaels | Apr 12, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Clifford Michaels | Apr 5, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Clifford Michaels | Mar 29, 2022

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Clifford Michaels | Mar 22, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Clifford Michaels | Mar 15, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Clifford Michaels | Mar 8, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Clifford Michaels | Mar 1, 2022

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Clifford Michaels | Feb 22, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Clifford Michaels | Feb 15, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Clifford Michaels | Feb 8, 2022

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Clifford Michaels | Feb 1, 2022

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Phone | 212-869-7266
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Email | cliffordmichaels@conservativeadvice.com

 

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Securities offered through Cadaret Grant & Co., Inc. Member FINRA/SIPC

Fee Based Advisory services offered through Institutional Investment Advisors Corp., an SEC Registered Investment Advisor. Institutional Investment Advisors Corp. and Cadaret Grant & Co., Inc. are separate entities.

Institutional Investment Advisors Corp. provides advisory services in states where it is notice filed or where it qualifies for an exemption.

Clifford Michaels, CFP, is licensed to sell securities in the following states: NY, NJ, PA, CT, MD, MA, NH, FL

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