Have you ever used a coupon for 50% off one item, but in teenie-tiny text it said, “… when you spend $100 or more?” Required minimum distributions (RMDs) are kind of like the coupons of the...
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12/20/19
11/26/19
Can You Save for College with a Roth IRA?
The cost of college is no joke. We’re talking about tuition, textbooks that go for upwards of $350, and decking out a dorm room. With college expenses accumulating faster than ever, clients have...
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10/24/19
Social Security: Will Retiring Early or Working Affect My Benefits?
We all look forward to retirement—so much so, that we may plan on retiring early. The sooner we retire, the sooner we can start receiving our Social Security benefits, right? Well, it’s actually...
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09/20/19
Target Date Funds: What Are They, and Will They Work for You?
By this point, you likely already know how important it is to save for retirement. Maybe you’ve already got an investment account set up and ready to go — or maybe you’ve even amassed a...
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08/20/19
What is the Thrift Savings Plan, and How Should You Use It?
We all know the importance of saving for retirement. But for federal employees, it’s not as simple as sticking a percentage of each paycheck into your 401(k)… or is it? If you’re a member...
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07/21/19
Everyday Affluence: Yes, You Need to Save for Retirement
Already dreaming about that long, luxurious retirement you deserve after a lifetime of hard work? Well, if you’re like most Americans, you unfortunately may have some work to do to set yourself up...
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