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Ten Year-End Tax Tips for 2017
By Mark FisselPosted on October 27th, 2017
Ten things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective […]
Learn MoreThe Benefits of Having a Will
By Mark FisselPosted on October 27th, 2017
A will is often the cornerstone of an estate plan. Below are five benefits of having a will in place. Distribute property as you wish […]
Learn MoreHow to receive your Social Security statements
By Mark FisselPosted on September 25th, 2017
Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social Security Administration (SSA) mailed these […]
Learn MoreCompany Stock and Your Portfolio
By Mark FisselPosted on September 25th, 2017
The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much […]
Learn MoreManaging Debt While Saving for Retirement
By Mark FisselPosted on September 25th, 2017
It’s a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting […]
Learn MoreHurricane Harvey Relief Fund
By Mark FisselPosted on September 6th, 2017
A number of organizations are working to provide relief to those affected by Hurricane Harvey. A charity we support, recommended to us by Dan Sharpe, […]
Learn MoreHow do economists measure inflation, and why does it matter to investors?
By Mark FisselPosted on August 29th, 2017
The Federal Open Market Committee (FOMC) adjusts interest rates to help keep inflation near a 2% target. The FOMC’s preferred measure of inflation is the […]
Learn MoreMedicare and Your Employer Health Plan
By Mark FisselPosted on August 29th, 2017
If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer’s group health plan. When […]
Learn MoreLife Is for the Living, and So Is Life Insurance
By Mark FisselPosted on August 29th, 2017
Life can be busy. The requirements of work and family often leave little time to step back and think about where you’ve been and where […]
Learn MoreFrom Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime
By Mark FisselPosted on August 29th, 2017
Each time you connect to the Internet, you risk becoming the victim of a cybercrime. It’s the price we pay for living in a digital […]
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