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Keeping Your Informed with Financial News and Tips

Two Simple Financial Planning Steps You Should Take This Year
February 3, 2020

The beginning of a new calendar year also marks the beginning of a tax year, and that means you can take steps that will benefit you next spring. Technically, you can accomplish these tasks at any point during the year, but earlier is better. To avoid having to play catch-up…

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Estate Planning Just Got a Bit More Complicated
January 13, 2020

The SECURE Act, signed into law on December 20, 2019, aims to make retirement planning a bit easier for many Americans. It accomplishes this goal by lifting a few key restrictions that previously served as obstacles for those trying to save for retirement. However, one provision of the law does…

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A New Law Might Affect Your Required Minimum Distributions
January 6, 2020

The fact that one quarter of Americans currently have no retirement savings has long concerned lawmakers, who continually consider various resolutions aimed at closing the gap in retirement planning. The SECURE Act, just signed into law last month, was one such attempt. The Setting Every Community Up for Retirement Enhancement…

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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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