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February 21, 2017

How to Protect Your Beneficiaries From a Tax Surprise

Qualified plans such as 401(k)s and IRAs can be useful tools that help you save for retirement. They offer tax-deferred growth, which means you don’t have to pay taxes on…

February 14, 2017

How to Keep Saving for Retirement During a Career Transition

Are you tired of your current job and thinking about a switch? Maybe you’re already in the process of sending out resumes and interviewing. Or you might have already accepted…

February 7, 2017

3 Common Surprises for Recent Retirees

Retirement is when you get to do the things you’ve always wanted to do. This could mean spending time with friends and family, pursuing new passions or simply relaxing and…

January 27, 2017

Did You Know Medicare Doesn’t Cover These Costs?

Medicare celebrated its 50th anniversary in 2016. After being signed into law in 1965 and launched in 1966, Medicare was viewed skeptically by many Americans. According to a recent Washington…

January 23, 2017

Is Your 401(k) Set Up for Retirement Distributions?

Is your 401(k) plan one of your largest retirement assets? You’re not alone. The employer-sponsored 401(k) represents one of the most effective retirement savings vehicles for many American workers. The…

January 16, 2017

Your Road Map for Financial Independence at a Young Age

Retirement is a top financial priority for nearly every American. For some ambitious individuals, however, leaving the working world at traditional retirement age isn’t enough. They don’t simply want to…

January 9, 2017

What Are Your Financial Resolutions for 2017?

It’s that time of year again. A new year is here, which means millions of Americans are setting resolutions for ways to change their lives for the better. According to…

December 29, 2016

What Options Do Your Roth IRA Beneficiaries Have After You Pass Away?

The Roth IRA has become a popular investment vehicle for people looking to save for their retirement. And it’s no surprise, really. Roth IRAs are a good way to save…

December 21, 2016

How to Be a Smarter Charitable Giver This Holiday Season

December is the time when most of us open up our wallets and give to our favorite causes. That makes sense, given it’s the holiday season and the time when…

December 16, 2016

Do You Have a Strategy to Fund Out-of-Pocket Health Care Costs in Retirement?

Some of the most common costs retirees have to plan for include, among other things, housing, food, debt and tax liability. These costs can vary from person to person, depending…