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5 New Challenges to Retirement
January 15, 2018

Do you remember when your parents or older friends retired? They probably made it look easy, or at least not overly difficult. Hopefully it will go that way for you, too… But because retirees face a very different reality today, we wanted to remind you of the challenges most will…

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4 Changes Coming to Social Security This Year
January 6, 2018

For many people, the new year signals a time of fresh starts, resolutions, and reaching for new goals. But it’s also, quite simply, a new fiscal year. January 1 is often the starting point for many changes issued by the federal government, including changes within the Social Security system. In…

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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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8 Ways to Accidentally Sabotage Your Financial Strategy
October 16, 2017

There are numerous different ways to invest and grow your personal wealth. Conversely, there are just as many ways to sabotage your long-term financial strategy! Working with a skilled financial advisor can help you identify beneficial opportunities as well as avoid potential pitfalls. The following eight mistakes are some of…

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3 Potential Retirement Challenges for Married Couples
October 4, 2017

Are you and your spouse on the same page, regarding retirement planning? NerdWallet recently conducted a survey that uncovered some surprising truths about couples and their retirement plans. For example, 30 percent of couples don’t talk about retirement at all. That might explain why 23 percent of survey respondents said…

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Taking Advantage of a Healthy Economy
September 27, 2017

Have you heard the terrific news? Despite all the terrible things the evening news likes to share with us, our economy is doing very well. In fact, we’re right in the middle of the third longest market expansion in history! And, if it lasts another two years, it will be…

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Investigate These Factors Before Leaping Into Retirement
September 11, 2017

Years ago, you established a long-term savings plan for retirement, and set a prospective date to transition into your new life. But maybe you’ve enjoyed quite a bit of career success or good luck in the meantime, and you’re considering an earlier retirement. Before taking that leap, make sure to…

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Take a Closer Look at Your Paycheck
August 21, 2017

About every two weeks, payday rolls around once again. So much of our financial lives have become automatic routine in our minds, that we simply pay bills once that check arrives and then forget about it for two more weeks. But there’s more to learn about your paycheck than you…

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