Blog
Social Security and Your Spouse
Many people know that they're eligible for Social Security benefits, but did you know that there's also a provision to provide for spouses, regardless of whether they've contributed to the program? You might also be eligible to claim...
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Find That Lost 401(k)!
Do you have a long-lost retirement account left with a former employer? Maybe it's been so long that you can't even remember? With over 24 million "forgotten" 401(k) accounts holding roughly $1.35 trillion in assets, even the most...
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Inflation Creeping into Personal Finances
If you have a balance on a credit card or an adjustable rate mortgage, you might be noticing changes in your payments. Higher interest rates are starting to ripple through the personal finance landscape, and it doesn’t look like...
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What to Do With Your Old 401(k) When You Switch Jobs
Whether you’re making a career change, or you have just been laid off, managing your 401(k) plan may be at the bottom of your to-do list. However, moving your 401(k) plan is an incredibly important step that must be carefully...
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The Pros and Cons of Early Retirement Plan Rollovers
Did you know that you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how to do this type of rollover and the associated pros and...
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Could Inflation Affect Your Retirement Plans?
Retirees are often aware of the detrimental effects of inflation on their retirement savings. As the cost of goods rises, the value and buying power of many retirement accounts diminish. And for some retirees, maintaining their savings...
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Why More Americans Are Retiring Now Than Ever
They’re calling it the Great Resignation. This unprecedented phenomenon is observing numerous Americans leave their jobs—some for greener pastures, others for extended periods, and still others, especially older Americans,...
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8 Step Summer Financial Checkup
It seems like when summertime hits, time slows down. The hustle and bustle of the holiday season is over, the taxes are complete and the vacation days are scheduled. If you find yourself with a bit of extra time on your hands in the...
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How an employer sponsored retirement plan attracts and retains talent…
Hiring a qualified candidate is hard work – time spent recruiting, interviewing, negotiating, and training. And as often is the case, especially in today’s work environment, the employee leaves. They leave for various...
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The Fed Has an Eye on Ukraine
The Russian invasion of Ukraine has made the Fed’s interest rate decision a little more complicated. The Fed appears set to raise interest rates by 0.25% at its March meeting. Up until recently, there was talk by Fed officials...
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Tax Strategies for High Earners
Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to keep from overpaying this tax season. Build Your Team of Professionals You might build a...
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