Resources and Information

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A New Way to Look at Your Budget
January 14, 2020

Changes to budgeting and saving are common New Year’s resolutions. If you’ve decided to take a closer look at your spending this year, you might feel a bit overwhelmed at the task. Helpfully, GoBankingRates has compiled a list of 25 common household expenditures. Then they combed data to determine the…

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5 Big Retirement Planning Changes for 2020
January 8, 2020

In response to growing concerns over the state of retirement in the country, President Trump signed the SECURE Act into law just last month. Most provisions of the bill take effect in 2020, so here’s a quick review of what we can expect. Access to a retirement plan, for those…

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Major Changes Could be On the Way for Medicare
December 9, 2019

As you plan for retirement, have you thought about your healthcare expenses? We often find that pre-retirees simply assume that Medicare will kick in at age 65, and cover all necessary medical care. Unfortunately, that isn’t quite true. While we are all eligible for Medicare at 65, assuming we paid…

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How to Plan for Retirement Without an Employer-Sponsored Savings Account
December 2, 2019

Whether you love your career or are counting down the days until you gain your freedom, almost everyone will retire someday. Since it’s inevitable, and sometimes even unpredictable, we should all plan for the day our careers come to a conclusion. But if you’re self employed, or otherwise don’t have…

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