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In the changing and complex retirement landscape, the more common retirement vehicles are well known – IRA’s, 401(k), and 403(b) plans. However, there are lesser-known retirement vehicles that have some interesting features. If you work for a tax-exempt organization or are employed by...

History repeats itself. Who would think that 100 years after the Spanish Flu (1918-1920) we would be faced with a pandemic that virtually shut down our country and large parts of the world? In addition to the terrible human toll that the coronavirus...

President Biden signed the American Rescue Plan on March 11th. There is a lot to unpack from this $1.9T piece of legislation. One part that will have an impact on many clients in the very near future is the stimulus checks or “Recovery Rebates” as...

You’re engaged! Congratulations! Here’s to the most expensive day of your life. According to The Knot’s 2019 Real Weddings Study, the average cost of a wedding was $33,900 (including the ring but not including the honeymoon), but it varies significantly by location. Unfortunately,...

According to Educationdata.org, as of 2020 almost 48 million students have graduated from college with loan balances averaging $35,453. If you are one of the 62% of graduates who have student loans, you may be wondering how to prioritize your spending, saving and money management....

One thing that I have learned over the years is that life holds many surprises – both good and bad. Most retirees try to predict if they have enough in assets and pension or social security income to maintain their lifestyle. What they...

The new year is a great time to take a look at your insurance coverage. Many of us do the initial research when we purchase insurance policies but forget to review them- causing the coverages to become inadequate over time. Below are some of the...