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Social Security Announces COLA for 2018
November 6, 2017

Each fall, Social Security announces whether they will be releasing a cost of living adjustment (COLA) for beneficiaries, taking effect the following January. In recent years, COLA has been historically small or non-existent, but this year we have good news for recipients of Social Security: Checks will be rising by…

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Ask Yourself These Questions About Life Insurance
August 28, 2017

If you already have a life insurance policy, you might feel slightly annoyed when people ask you about it. You’ve already purchased a policy, and no one wants to dwell on boring financial contracts or their own mortality. That’s understandable. But unless you are familiar with the details of your…

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Are You Prepared for an Emergency?
May 15, 2017

As financial planners, much of our focus falls upon preparing for retirement. But what about financial emergencies? Unexpected situations can happen to anyone, and can take a drastic toll on your financial well-being. You might even feel tempted to take on massive credit card debt during this time, or raid…

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Five Ways a Roth IRA Can Benefit You
October 17, 2016

Retirement planning often involves a sea of complicated decisions, and we find ourselves tempted to compare each savings solution to all of the others. Way to bog yourself down in endless questions and comparisons! A simpler way might be to simply take a look at the merits of each savings…

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Annuities Enjoy a Resurgence in Popularity
October 10, 2016

When your parents and grandparents retired, they might have depended upon a combination of company pension and Social Security. If they did have their own retirement savings, they only had to live off of that money for about a decade. Now that many of us can expect to live 25…

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Changes Coming to Social Security and Medicare
October 3, 2016

A few months ago, we told our readers that experts had predicted Social Security checks would remain the same in 2017. In most years, a cost of living adjustment (COLA) is issued, but with inflation flat-lining near zero, it was forecast that a COLA would not be happening next year….

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How Top Bracket Earners Can Prevent Excessive Taxation
September 12, 2016

If your income places you in the top tax bracket, you’re in an enviable position by many people’s standards. But no one would envy your tax bill! Those who earn more than $400,000 annually (or $450,000 for couples filing a joint return) are hit with a shocking 39.6 percent federal…

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Qualified Charitable Distributions Are Now Permanent!
August 8, 2016

If you’re like most people, you enjoy making a difference in the world by giving to charity. You might also enjoy the tax deduction you can earn by doing so. But once you’re retired, your tax situation can change quite a bit, and you might need to structure your charitable…

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Will Social Security Issue a COLA Next Year?
August 1, 2016

Each fall, those drawing Social Security benefits look forward to the annual announcement regarding the cost of living adjustment (COLA). With COLA taking effect the following January, seniors living on a fixed income hope for a benefits increase of a few percent each year. This slight increase in checks helps…

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5 Signs of a Good 401(k) Plan
June 19, 2016

Many companies now offer a 401(k) retirement plan as a valuable incentive to recruit and retain the best talent. But since 401(k) plans are not all created equal, you might wonder whether your company is really all that competitive, or whether you need to take a more diligent approach to…

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