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Financial Planning Steps to Take Before the Year Ends
December 9, 2017

Financial planning and income taxes perhaps the last things you want to think about right now. December is all about joy and merriment, after all, and these topics can feel a bit dry to many people. However, setting aside a few minutes to review your financial situation before the end…

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Plan Carefully to Claim This Valuable Tax Deduction
December 4, 2017

As the holiday season gets into full swing, are you feeling charitable? You might enjoy making a difference in the world by giving to charity, or perhaps a particular cause has touched you personally in the past. Whatever your reason for giving, you probably also know that you can earn…

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3 Reasons to Consider a Roth IRA
November 20, 2017

When it comes to retirement planning, you will be faced with a variety of options. One of the most important things to remember, with regard to various savings or income-generating vehicles, is not only how they benefit you in the future, but also how a particular option might benefit you…

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Retirement Plan Contribution Limits Increase for 2018
November 13, 2017

For those of you who are contributing to a tax-advantaged retirement account, such as a 401(k), we have some great news: The IRS has increased contribution limits for 2018. Now you can stash $18,500 in your retirement account, on a pre-tax basis, throughout 2018. This new rule also applies to…

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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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