Category Archives: Financial Services

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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How Much Risk Can You Take?

Posted on Friday, January 12, 2018 by

Your portfolio’s risk profile should reflect your ability to endure periods of market volatility, both financially and emotionally. Here are some questions that may help you evaluate your personal relationship with risk.

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How Can I Protect Myself from Digital Deception?

Posted on Friday, January 12, 2018 by

Imagine you get an enticing text message claiming that you’ve won a free vacation to the destination of your choice — all you have to do is click on the link you were sent. Clicking on the link causes you to play right into the hands of a cybercriminal seeking your sensitive information.

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Don’t Delay: The Potential Benefits of Starting to Save Now

Posted on Friday, January 12, 2018 by

For long-term investment goals such as retirement, time can be one of your biggest advantages. That’s because time allows your investment dollars to do some of the hard work for you through a mathematical principle known as compounding.

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It’s Time for Baby Boomer Required Minimum Distributions!

Posted on Tuesday, December 12, 2017 by

Baby Boomers are reaching the age when they must begin taking required minimum distributions from tax-deferred retirement accounts.

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What Can I Learn from Looking Back on My Financial Situation in 2017?

Posted on Tuesday, December 12, 2017 by

If your financial plan for 2017 didn’t work out the way you wanted it to, don’t beat yourself up. Instead, ask yourself the following questions…

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What Financial Resolutions Should I Consider Making as I Look Ahead to 2018?

Posted on Monday, December 11, 2017 by

A new year is right around the corner, bringing with it a fresh start for you and your finances. What will you do this year to help improve your financial situation?

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