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We help individuals and families pursue their ideal retirements.

IRA Refresher

April 22, 2019

In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the same at…

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Navigating your finances as a couple

April 15, 2019

Tax season is a good time for couples to get on the same page regarding household finances. Now that you’ve filed your 2018 taxes, take time to think about how…

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Tax Tips: Look ahead while looking back at 2018

April 8, 2019

If you didn’t adjust your tax withholding in early 2018, you might be in for a surprise when completing your tax return this year. A lot of people opted for…

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3 Deterrents to Retirement Planning

April 1, 2019

Retirement is something many people look forward to, but fewer properly plan for. The following are three common deterrents to creating a well-planned retirement strategy, along with a few tips…

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Don’t Leave Your Long-Term Care Plan to Chance

March 26, 2019

According to new research from Genworth, one of the nation’s leading long-term care insurance companies, Americans are both entering caregiver roles and requiring care at younger ages. Among the study’s…

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Airline Market Trends

March 11, 2019

After all the hardship, it appears the main impetus for ending the federal government shutdown in January was its impact on air travel. On January 25, the FAA began restricting…

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2019 Market Prognostications: What the Experts Say

March 4, 2019

By the end of 2018, not one of the eight asset categories tracked by Ned Davis Research was on track to post a return greater than 5 percent. Since it’s…

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Responsible Investing Options Keep Sprouting

February 25, 2019

Nearly $23 trillion of assets worldwide are managed using responsible investing (RI) strategies, a 25 percent increase since 2014, according to the Global Sustainable Investment Alliance. New funds focused on…

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Stability Grows for Emerging Markets

February 11, 2019

 Thirty years ago, developed markets were seen as much more stable than smaller, emerging countries. But as political division and uncertainty permeates the West, the differences have faded, and emerging…

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Decreasing Benefits Contribute to Retiree Bankruptcy

January 28, 2019

For most of the 20th century, it was common for employers and unions to sponsor health care insurance for retired workers, which helped pay for some or all of Medicare’s…

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Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

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