Social Security: Shoring Up America’s Safety Net

By Mark Fissel
Posted on August 29th, 2019

Ever since a legal secretary named Ida May Fuller received the first Social Security retirement check in 1940, Americans have been counting on Social Security […]

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Five Retirement Lessons from Today’s Retirees

By Mark Fissel
Posted on August 29th, 2019

Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) surveys 1,000 workers and 1,000 retirees to assess how confident they are […]

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Do Millennials Need Life Insurance?

By Mark Fissel
Posted on August 29th, 2019

The financial challenges millennials face can be overwhelming. Many young adults have to figure out how to pay off college loans, save to buy a […]

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Federal Income Tax: How Did We Get Here?

By Mark Fissel
Posted on August 29th, 2019

April 16, 2019 was an important day for many of us. But do you know why? It was Tax Freedom Day — the day when […]

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What’s New in the College World?

By Mark Fissel
Posted on July 30th, 2019

If you’re the parent or grandparent of a current or prospective college student, you might be interested to learn what’s new in the world of […]

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How to Avoid Scam Artists

By Mark Fissel
Posted on July 30th, 2019

What are the warning signs of financial scams targeting older individuals? If you or someone you know has been targeted by a scam artist who […]

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Key Estate Planning Documents

By Mark Fissel
Posted on July 30th, 2019

Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There […]

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Market Strategies: Three Ways to Play Defense in Your Stock Portfolio

By Mark Fissel
Posted on July 30th, 2019

Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility. But there are […]

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The Promise of Opportunity Zones

By Mark Fissel
Posted on July 24th, 2019

Described as a once-in-a-generation development incentive, the federally designated areas entice investors—both individuals and organizations—with the ability to defer, reduce or potentially altogether eliminate tax […]

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Should You Invest Internationally?

By Mark Fissel
Posted on July 1st, 2019

Investing in foreign stocks provides access to a world of opportunities outside the United States, which may help boost returns and manage risk in your […]

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