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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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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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Reasons to Pay Financial Planning and Advice Fees

You may be thinking that you can do-it-yourself for your financial planning and investment management, as DIY seems to be the choice of many these days. With all the technology we have at our [...]

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Are You Taking Advantage of a Great Tax-Savings Opportunity?

Health Savings Accounts (HSA) provide significant tax advantages. First, to qualify for an HSA, you must be enrolled in a “high-deductible” health insurance plan. This is an important [...]