Category Archives: Financial Services

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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Four Points to Consider When Setting a Retirement Income Goal

Posted on Friday, April 13, 2018 by

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

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Four Tips for Downsizing in Retirement

Posted on Monday, April 2, 2018 by

It may sound like a daunting and emotionally draining task, but downsizing could be a savvy financial move, especially if you haven’t reached your retirement savings goals.

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College Saving: How Does a 529 Plan Compare to a Roth IRA?

Posted on Friday, March 9, 2018 by

Roth IRAs were created a year later, in 1997, to give people a tax-advantaged way to save for retirement. But a funny thing happened along the way — some parents adapted the Roth IRA as a college savings tool.

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How Does Working Affect Social Security Retirement Benefits?

Posted on Friday, March 9, 2018 by

Thinking about working as long as possible to increase your retirement savings? Depending on your age, earnings from work may affect the amount of your Social Security benefit.

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6 Social Security Changes for 2018 – What You Need to Know

Posted on Monday, February 12, 2018 by

If you or a loved one collects Social Security, you should be aware of six important changes to the program for 2018.

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Why Is It Important to Factor Inflation Into Retirement Planning?

Posted on Thursday, February 8, 2018 by

Inflation is one of the key factors you will need to consider when planning for retirement. Not only will the cost of living rise while you’re accumulating assets for retirement, but it will continue to rise during your retirement, which could last 25 years or longer.

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Don’t Wait to Ask Aging Parents These Important Questions

Posted on Thursday, February 8, 2018 by

Talking with aging parents about their finances, health, and overall well-being might be a daunting task for some. But best time to start is when your parents are relatively healthy. Otherwise, you may find yourself making critical decisions on their behalf in the midst of a crisis without a roadmap.

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What Can I Do to Crack Down on Robocalls?

Posted on Friday, January 12, 2018 by

You may not mind if a legitimate robocall provides a helpful announcement from your child’s school or an appointment reminder from a doctor’s office. But sadly, criminals often use robocalls to collect consumers’ personal information and/or conduct various scams.

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