3 Things to Do Before December 31
December 7, 2017

If you’re like most people, December can feel a bit hectic. Tax planning is probably the last thing you want to consider right now, but there are a few very important reasons that you should. Hindsight is often 20/20, and this rule applies to your federal income taxes as well!…

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2018 Brings Good News for Those Planning for Retirement
November 13, 2017

In the retirement planning world, a large part of our jobs is to help you sort through various forms of retirement income and decide how to most effectively fund the next stage of your life. While different solutions work well for different people, one rule always remains the same: You…

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Social Security Beneficiaries Get a “Raise” Next Year
November 7, 2017

Once you’ve retired, living on a fixed income for the rest of your life can be a daunting prospect. What will you do about inflation? What if Medicare premiums increase? What about your own personal expenses, which can fluctuate from year to year? Social Security was never intended to fully…

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4 Reasons to Open a Health Savings Account
October 16, 2017

For many of us, rising health insurance premiums are just one obstacle we face. Some of you might be enrolled in a plan with a high deductible, which isn’t necessarily a terrible idea since this choice can keep your premiums lower. However, in the event you need to meet that…

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"10 Things You Need to Know About Retirement"

10 Things You Need to Know About Retirement

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