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10 Result(s) in the “Financial Planning” Category


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. 12, 2022

2023 Projected Retirement Contribution Limits: Up, Up, and Away!

Are you maxing out your retirement contributions every year? Then you’ll want to read this.  Benefits consulting firm Mercer recently…

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Aug. 5, 2022

What Married Women Need to Know About Retirement Savings

A recent headline of an article about a study published by The Boston College’s Center for Retirement Research caught my attention.   The…

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May. 16, 2022

Could Congress Make the Roth IRA Taxable?

We talk a lot about the benefits of a Roth IRA. But when talking about risks, one variation of this question often comes up: could Congress…

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May. 16, 2022

Volatility Rears Its Head Again

The only adage that can be applied with 100% accuracy when it comes to investing is that the market hates…

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Mar. 4, 2022

Pre-Retirement: 5 Considerations to Think About

According to Investopedia, retirement has four phases: pre-retirement, early retirement, middle retirement, and late retirement. Today we’ll talk about the pre-retirement…

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Feb. 19, 2022

Should I Pay Off My Mortgage Before I Retire?

One common piece for people approaching retirement advice is to pay off as much debt as possible first. This makes…

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Jan. 14, 2022

The Most Important Dates in 2022 for Retirees

To kick off 2022, I’ve compiled a list of the major dates if you’re nearing or in retirement this year.  …

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Jan. 7, 2022

Changes to Retirement Plan Maximums and Social Security Benefits for 2022

You may already know that the IRS and the Social Security Administration update various guidelines each year. Here’s a round-up of…

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