During this time of year, the excitement and innocence of youth abounds. But it is also present year-round. After the holiday season passes and the grind sets
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It’s back-to-school time – no really, it is. And though not all schools will have a fall football season, they all have tuition bills. Check out the latest
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To the recent college graduates – Congratulations! Your last semester didn’t go as planned in these unique times but an exciting future still lies ahead. Some
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In this post I take a deeper dive into three of the SECURE Act changes impacting people at different phases of life. And with a nod to the classic films once
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A new law was passed late last year which has significant impacts on retirement savings. The SECURE Act has a positive name, but not all changes are positive.
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There are limits on the amount one can save in tax qualified accounts like 401(k)’s and IRA’s. For those age 50 and over (55 for HSAs) additional catch-up
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The 2020 inflation adjustments for Social Security are finalized. Benefits will increase 1.6% and the wage limit for FICA taxes will increase 3.6%. Medicare
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The fall season brings us changing leaves, harvest, football - and the inflation adjustment for Social Security benefits and maximum salary subject to Social
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Beyond investments, there are many risks one faces in their financial life - inflation, taxes and how long you live just to name a few. This post will discus
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Risk can be many things - a game; an opportunity; a 4-letter word. For an investor, it can be all of them (though maybe only speculators refer to it as a game)
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Each year the Social Security Trustees issue a report on the status of the program. Included is how long the funds are projected to last and what portion of
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There are five key factors that go into the FICO score. This recent article from the Federal Reserve Bank of St. Louis {link below} explains these factors, how
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