Category Archives: Financial Services

Can I Convert My Traditional IRA to a Roth IRA in 2018?

Posted on Wednesday, June 20, 2018 by

If you’ve been thinking about converting your traditional IRA to a Roth IRA, this year may be an appropriate time to do so. Because federal income tax rates were reduced by the Tax Cuts and Jobs Act passed in December 2017, converting your IRA may now be “cheaper” than in past years.

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Pick Your Plastic: Debit or Credit?

Posted on Friday, June 15, 2018 by

There are several reasons people may use a debit card for regular expenses and a credit card for “extras.” However, when deciding which card to use, you should be aware of other differences.

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A Parent-Child Conversation About College Costs

Posted on Friday, June 15, 2018 by

If you’re the parent of a high school student who’s looking ahead to college, it’s important to have a grown-up conversation with your child about college costs. A frank discussion can help both of you get on the same page, optimize the college search process, and avoid getting blindsided by large college bills.

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New Medicare Cards Are Coming

Posted on Monday, May 14, 2018 by

If you receive Medicare, you will be getting a new Medicare card in the mail. To help prevent fraud and fight identity theft, Medicare is removing Social Security Numbers from Medicare cards. Your new card will have a new Medicare Number that’s unique to you.

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Quiz: Can You Answer These Social Security Benefit Questions?

Posted on Wednesday, May 9, 2018 by

Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn more.

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Dividend Investing: Small Payments Can Boost Returns

Posted on Wednesday, May 9, 2018 by

Dividends have long been popular with retirees and others who are looking for regular income. But focusing on dividends can be appropriate for almost any investor, especially if dividends are reinvested to purchase additional shares.

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Four Points to Consider When Setting a Retirement Income Goal

Posted on Tuesday, April 24, 2018 by

No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. We provide four considerations to help you get started.

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What Are Some Tips for Creating a Budget and Sticking to It?

Posted on Wednesday, April 18, 2018 by

Creating a budget is the first key to successfully manage your finances. Knowing exactly how you are spending your money each month can set you on a more clear path to pursue your financial goals.

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Will a Government Pension Reduce My Social Security Benefits?

Posted on Friday, April 13, 2018 by

If you earned a government pension from a job not subject to Social Security tax withholding (“noncovered employment”) and are also eligible for Social Security benefits through a job where Social Security taxes were withheld, two provisions might reduce your benefits.

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