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Contribute More to Your Retirement Account in 2020
December 9, 2019

Financial strategies sometimes shift over time, but one rule has stood the test of time: You really can’t save too much for retirement! If you wisely meet the contribution limit of your retirement account each year, congratulations on making a responsible choice for your future. And we have good news…

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A Quick Reality Check on Financial “Advice”
December 4, 2019

We hope you enjoyed your Thanksgiving holiday, and enjoyed your time with family or friends. Since talk over the dinner table often turns to everyone’s plans for the future, occasionally talk of finances comes up. And inevitably, you’re going to hear some questionable advice when chatting at seasonal get-togethers. No…

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Congress Considers Major Changes to Medicare
November 11, 2019

Although the idea has been mentioned often in the past, a bill that expands Medicare coverage to dental, vision, and hearing expenses has now passed committees in Congress for the first time. Along with that major change, the bill would also allow Medicare to negotiate prices with drug companies and…

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No 401(k)? That’s Okay! You Can Still Plan for Retirement
November 4, 2019

Benjamin Franklin once famously said that nothing is certain except death and taxes. We would also add retirement to that list. No matter how much you enjoy your career, almost everyone will want or need to retire someday. Therefore, we all need to plan for retirement. But for those who…

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A Special Retirement Savings Opportunity for Workers Over 50
October 14, 2019

In your twenties and thirties, retirement planning probably seemed like an abstract exercise. It can be difficult to picture your life many decades in the future, much less plan for it. But after we reach our forties or so, most of us start to feel concerned about retirement. We wonder…

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Billionaire Investor’s Comments About “Getting Into a Girl’s Pants” Spark Backlash
October 11, 2019

Story reprinted from cbsnews.com, October 10, 2019 Billionaire money manager Ken Fisher sparked a furor this week over sexist comments he made at an exclusive investor conference. According to attendees, Fisher compared signing a new client to “getting into a girl’s pants” and mentioned genitalia. Fisher, who made the comments…

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Estimate Taxes Now; Prevent Surprises Later
October 9, 2019

With the end of year holidays looming, you’re probably not thinking about your income taxes at this time. But because waiting until spring to consider tax issues can result in some unpleasant surprises, it makes sense to do a quick check-up now. The IRS website offers a helpful Tax Withholding…

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Two Questions to Answer About Your Retirement
September 9, 2019

Your expected retirement date represents and “end” of sorts. Yes, it is the end of your career. But it is also the beginning of the rest of your life, and a time to live out the dreams for which you spent many decades planning. What do you want to do…

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A Common Scam is Targeting Medicare Beneficiaries
September 4, 2019

Imagine this scenario: The phone rings, and the caller on the other end of the line informs you of a new product that can relieve pain that you’re experiencing in a knee, ankle, wrist, or another joint. Since this is a common situation in people over 65, you surely have…

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3 Risks of an Early Retirement
August 19, 2019

We often hear from clients who hope to retire early, and from others who have already made that dream a reality. As you might expect, some are thrilled with their decisions, while others regret a few things. If you’re trying to decide whether you can retire a bit earlier than…

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