Insights

Approaching Retirement

June 22, 2023

Taxes on the Horizon

Every year, taxpayers and financial professionals brace for a new round of changes to the tax laws, and it’s a huge understatement to say that constant fiddling with how we…

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Early to Mid-Career

June 22, 2023

Loans for College

Paying for college used to be easy. In 1970, the average yearly cost of college tuition and fees at a public four-year university was $358; private universities cost an average…

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Approaching Retirement In Retirement

May 18, 2023

Your Surprising Longevity

How long do you think you’re going to live? How does that compare to other countries? One of the most surprising pieces of news, to many people, is that they…

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Approaching Retirement In Retirement

May 18, 2023

Is the Debt Ceiling Bringing You Down?

So, what’s up with the U.S. debt ceiling? As potential threats loom large, we’re seeing articles in abundance, explaining where we’re at, how we got here, and what to expect…

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Early to Mid-Career In Retirement

April 20, 2023

Tax-Smart Charitable Giving

There are ways to make gifts and donations less expensive on an after-tax basis, which means that people can be more generous to their charity, church or educational institution by…

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Approaching Retirement

April 19, 2023

Is Social Security Going Bust?

In planning for retirement, one topic is often top of mind: What if Social Security goes bust? Most of us have been paying into the program our entire working lives,…

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In Retirement

February 2, 2023

How Does the New RMD Rule Affect Retirees?

There’s good news for your retirement plan! Starting this year, the age at which you must start taking required minimum distributions (RMDs) from your tax-deferred retirement accounts has increased from…

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Approaching Retirement

February 2, 2023

3 Small Moves that Make a Big Difference in Retirement

Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help ensure you have enough to meet your retirement…

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Approaching Retirement

December 13, 2022

When Should You Take Your Social Security?

Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement: “When should I…

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Early to Mid-Career

December 5, 2022

Get to Know Your Risk Tolerance

When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance can be the trickiest to…

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