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Retirement Planning Archives

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How Unhealthy is Social Security?

You may have heard about the status of Social Security in the news lately, much of which was presented as bad news. This was initiated because the Social Security Board of Trustees released their annual report to the public on Monday, April 22, 2019.

A guide to maintaining your financial health

Your 2-minute guide to a full financial checkup

Maintaining good financial health requires regular checkups to take stock of everything from retirement savings to the status of your emergency fund.


Why the CERTIFIED FINANCIAL PLANNER™ Designation Matters

Not all financial planners are created equal. That’s why it’s important to understand what a CFP® brings to the table, and why it matters to you.

Your guide to helpful financial data for 2019

Key Financial Data for 2019

Our handy reference guide of 2019 financial data. This guide includes exemptions, deductions, tax brackets, Social Security information, Medicare benefit information and retirement plan contribution limits. It also contains useful financial information for attorneys, CPAs and other professionals.

Be prepared for 2019 with our year-end financial checklist.

Year-End Financial Checklist – 2018

Be prepared for 2019 with our year-end financial checklist. Inside, we review 5 of the most important financial items to consider before time runs out on 2018.

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2019 Contribution Limits Increase for 401(k), IRA and Related Retirement Plans

Employees who participate in retirement plans, such as a 401(k), 403(b), most 4S7(b), and the federal government’s Thrift Savings Plan, will be able to contribute more of their paycheck to their plan in 2019

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