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At every point in someone’s career they can use some financial guidance from starting their first job to preparing to leave the workforce for good. As we get closer to reaching our financial goal the more important the planning...Read More
When I talk to people who tell me they would like to retire early, I ask, what does “early” mean to them? Any age they tell me before 65 instantly leads to my next question. What are their plans for health insurance?Read More
Each year, Plan Sponsor magazine recognizes plan sponsors who have "shown a commitment to their 401(k) participants' financial health and retirement success." The highly competitive Plan Sponsor of the Year awards are given out...Read More
Heading into 2020, there was little doubt that the U.S. presidential election would be the biggest story of the year. The coronavirus pandemic drastically changed that narrative...Read More
In this Q2 recap: the economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows.Read More
For those tax payers who have reached the age where they are forced to take Required Minimum Distributions (at least age 70½ as of Dec. 31, 2019, or those who reach age 72 after this date), and who are also taking the standard deduction...Read More
The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes...Read More