Articles

Money Minute: Financial Planning in Your 50's. It's Never Too Late to Start

If you are in your 50’s and like many of your generation, you’re looking at your net worth and asking “Is this really all I have?”  Between raising young children, college tuition, home

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How Will the Tax Cuts and Jobs Act Affect Your Estate Plan?

Effective January 1, 2018, the Tax Cuts and Jobs Act of 2017 (TCJA) reduces individual and corporate tax rates, eliminates a host of deductions and credits, enhances other breaks and makes Read more

Money minute: Understanding Investment Fees and expenses

Do you know how much your investments cost? It might be more than you think.

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Medicare and Your Employer Health Plan

If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer's group health plan. When you're eligible for both types of coverage,

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Money minute: Rolling Over Your 401(k)

Starting a new job can be a very exciting, intimidating and overwhelming experience.  Between learning new names, new computer systems and new procedures, it can be easy to see why the fate of

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Don't Let Your Retirement Savings Goal Get You Down

As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. In fact, each year in its annual Retirement Confidence Survey,

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