Social Security COLA Update
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Maximizing the effectiveness of your retirement strategy begins with understanding the hierarchy of savings.
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The “catch-up” provision allows workers who are over age 50 to make contributions to their qualified retirement plans in excess of the limits imposed on younger
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As complex as the details of taxes can be, the income tax process is fairly straightforward.
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In taxes, there’s an equalizer of sorts; it’s called the alternative minimum tax, or AMT.
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Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon.
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New retirees sometimes worry that they are spending too much, too soon.
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Despite not being as well known as some other retirement tools, annuities account for 6.5% of all assets earmarked for retirement.
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Loss of income due to disability has the potential to cause significant financial hardship.
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As our nation ages, many Americans are turning their attention to caring for aging parents.
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Financial information on different retirement strategies.
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Do children need to file an income tax return for the money they earn?
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