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December 27, 2015

5 Reasons to Avoid This Retirement Mistake

You’ve been saving faithfully for years, stashing money for retirement, but now you’re facing an emergency. You’re tempted to borrow money from your 401(k) fund. After all, it’s your money!…

December 21, 2015

New Social Security Rules Impact Divorced Women

Last month, President Obama signed the Bipartisan Budget Act of 2015. Among other provisions, two major changes to Social Security are set to impact retirees in the coming year. You…

December 14, 2015

5 Steps to Your Charitable Tax Deduction

Toward the end of the year, many of you might be thinking about giving to charity. It feels good to give to charity, and you can make a real difference…

December 7, 2015

December Newsletter

Our December newsletter comes with a holiday safety checklist, a challenging crossword puzzle, and a recipe for delicious gingerbread men cookies. Click here to download and print! 

November 21, 2015

Some Important News About Social Security

Each fall, the Social Security Administration releases an estimate of the cost of living adjustment (COLA) for the next year. Automatic cost of living adjustments have been set to occur…

November 16, 2015

Congress Eliminates Popular Social Security Strategy

For many couples, Social Security will make up an important part of their overall income in retirement. So it shouldn’t be surprising that many retirees look for ways to maximize…

November 10, 2015

November Newsletter

This month’s newsletter comes with a handy way to keep track of your professional advisors, a challenging crossword puzzle, and a recipe for pumpkin cake with cinnamon cream cheese frosting….

November 2, 2015

Watch Out For These Retirement Planning Surprises

As Alexander Graham Bell once said, “Before anything else, preparation is the key to success”. When it comes to retirement planning, preparation and early planning can help make a large…

October 26, 2015

6 Signs That You Should Delay Retirement

Most workers in their 50s or 60s are feeling eager to retire. But not everyone feels so ready to clean out their cubicle and head to a retirement village. Whether…

October 19, 2015

October Newsletter

Our October newsletter comes with a helpful checklist for your estate’s executor, a challenging crossword puzzle, and a recipe for Crab Supreme dip. Click here to download and print!