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Sep. 22, 2022

How a Health Savings Account Can Benefit Your Retirement Plan

Everyone knows about 401(k) plans and IRAs, but those with a high-deductible health plan (HDHP) have another option for building savings…

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Sep. 16, 2022

Six Tips for Making a Retirement Drawdown Strategy

After decades of planning and putting money away, you may think it would be easy for most people to shift from…

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Sep. 16, 2022

Does Your Credit Score Matter When You’re Retired?

Out of the many concerns that may cross your mind as you are approaching retirement, and one that you may not…

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Sep. 9, 2022

Preparing for Health Care in Retirement

Managing and wrapping your head around health care costs and health insurance may seem like a daunting task. A financial wellness…

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Sep. 9, 2022

What are Meme Stocks?

The Internet has changed the dynamics of everyday life and led to many situations that were previously impossible. It has…

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Sep. 2, 2022

When Should You Perform a Roth IRA Conversion?

We often talk about Roth IRAs – and for good reason, as they are a great tool for tax-free earnings…

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Aug. 31, 2022

The Medicare Part A Trust Fund Could Be Depleted Soon. Here’s What That Could Mean.

If you’ve followed the news lately, you’ve probably heard that the trust fund for Medicare Part A (which serves as…

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Aug. 25, 2022

Made Excess IRA Contributions? Here’s How You Can Correct and Avoid the Excise Tax

If you have an IRA, you’re probably aware that the IRS limits how much you can contribute each year. But you may…

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Aug. 25, 2022

Considering Coming Out of Retirement and Returning to Work? Here are Three Details to Keep in Mind

For some people, retirement isn’t all it was cracked up to be. Whether they miss the social, emotional, or financial…

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Aug. 23, 2022

Is the 4% Rule Still Relevant?

Back in 1994, former financial advisor William Bengen devised the 4% rule as a spending strategy for retirees. His original…

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