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Will My Portfolio Last Through Retirement?

Is the 4 Percent Rule Still Relevant? You may have heard the rule of thumb describing that it’s “safe” to withdraw a certain percentage of your investments each year in retirement. While “rules [...]

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Tax Saver’s Credit: Get the “Credit” You Deserve!

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If you qualify, you may receive a Tax [...]

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Beneficiary of Unintended Consequences

Upon becoming eligible to participate in your company’s 401(k) plan, participants are asked to select investments, contribution rate, and to indicate a beneficiary designation. This is obvious [...]

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3 Tactics to Combat the Great Resignation

During the pandemic, workers quit their jobs in record numbers across the U.S. According to the Bureau of Labor Statistics (BLS), four million employees (2.7%) resigned their positions in April [...]

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Health Savings Accounts – A Great Tax-Savings Opportunity!

As we enter annual benefits enrollment season, now is a great time to be reminded of the triple-tax benefits of Health Savings Accounts (HSA). To qualify for an HSA, you must be enrolled in a [...]

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Measuring Financial Wellness

Establishing financial wellness metrics has become increasingly important over the last year. The COVID-19 pandemic has created economic hardships for many American families, depleting emergency [...]

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Financial Planning for Retirement: Should I Sell My House?

Many things have shifted in the past 18 months – not the least of which is our financial footing and future plans. Some of those plans may include our primary residence – were we planning to sell [...]

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2021 Q2 In Review and Looking Ahead

Global Economies and Markets Q2 2021 market update: the quarter was characterized by economic recovery. Businesses resumed reopening and pandemic restrictions eased. CNBC reports that an [...]

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401(k) Plan Tax Credit Summary

Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary and necessary costs of starting a SEP, SIMPLE IRA or qualified plan (like a 401(k) plan.) A [...]

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Stepping into Retirement: Top 10 Items to Help You Prepare

Do you feel like you’re prepared for retirement in the next 12 months? If you are looking ahead with joy and expectation to realizing your retirement in the next 12 months – [...]

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