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How can you lower the costs of owning a vehicle?
By Mark FisselPosted on January 31st, 2019
Vehicle expenses can take a big bite out of your budget. According to a AAA report, the average annual total cost of owning and operating […]
Learn MoreKnow Your Mutual Funds
By Mark FisselPosted on January 29th, 2019
Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was the primary goal for 73% of […]
Learn MoreTax Scams to Watch Out For
By Mark FisselPosted on January 29th, 2019
While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it’s in your best […]
Learn MoreHidden Gem: HSAs in Retirement
By Mark FisselPosted on January 29th, 2019
When saving for retirement, you’re probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware […]
Learn MoreKey Retirement and Tax Numbers for 2019
By Mark FisselPosted on January 7th, 2019
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]
Learn MoreShould you consider requesting a deferment or forbearance for federal student loans?
By Mark FisselPosted on November 29th, 2018
Did you take on a large amount of debt to pay for college, and are you struggling to pay it off? If so, you are […]
Learn MoreYear-End Review
By Mark FisselPosted on November 29th, 2018
December and January are the perfect months to look back at what you earned, saved, and spent, as W-2s, account statements, and other year-end financial […]
Learn MoreHybrid Funds: Balanced, Lifestyle, or Target?
By Mark FisselPosted on November 29th, 2018
Holding a mix of stocks and bonds is fundamental to building a portfolio that can pursue growth while potentially remaining more stable than a stock-only […]
Learn MoreGray Divorce: Dividing Assets Can Impact Retirement
By Mark FisselPosted on November 29th, 2018
Although most people who marry hope their unions will last forever, about 50% of first marriages in the United States end in divorce.1 Individuals age […]
Learn MoreReviewing Your Estate Plan
By Mark FisselPosted on November 29th, 2018
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity […]
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