Resources and Information

We invite you to browse our library of articles.

Can’t Access a 401(k)? You Can Still Plan
February 13, 2019

When we talk about retirement planning, we’re often operating under the assumption that our readers have a 401(k) or at least have access to one. But we do know that about 38 million private sector employees in the United States are not offered this type of retirement savings opportunity by…

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Protect Yourself from These Common Tax Season Scams
February 6, 2019

Tax season might be a bit of a hassle for many of us, but con artists love it. This is the time of year that we’re all rushing to complete our tax returns, we’re feeling anxious about possible audits or delays, and we sometimes let our guard down a bit….

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Making Retirement More Affordable
January 9, 2019

It’s no secret that everything seems expensive these days, and retirement is not excluded from this rule! Many of those in their fifties and sixties, still working, wonder if they will ever be able to retire. For most people, yes, retirement is certainly obtainable. But in some cases a little…

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Changes to Medicare Point Out the Importance of Flexibility
January 3, 2019

Over the course of your retirement years, you will notice that your budget won’t stay exactly the same as it did when you first retired. Hopefully, those changes will be gradual, and nothing shocking will happen. But we do still need to plan for them. One such change is the…

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