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SECURE Act & Your Retirement

January 1, 2020

If you were busy with the holiday hustle-and-bustle, you may have missed some of the details of the SECURE Act.  Your retirement planning process will likely need to be reviewed because of the SECURE, or Setting Every Community Up for... View Article

Retirement Resolutions for A New Year

January 1, 2020

Some Americans are making their financial health a priority in the new year with resolutions to increase savings, reduce debt, and cut unnecessary spending. According to a survey conducted by Fidelity Investments, the top motivation for considering finance related resolutions... View Article

Qualified Charitable Contributions for 2019

December 4, 2019

We are nearing the end of 2019 and the opportunity to give for this year.  If a person has reached the age of 70.5 they can make cash donations to charities that are approved by the IRS that are outside... View Article

2020 Important Retirement Numbers

December 4, 2019

Every new year brings a fresh beginning, this can be just as true now as it ever was. In 2020, expect increases in savings pretax limits for workers looking toward retirement. If you’ve already reached retirement age, you’ll see a... View Article

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