Retirement

The House Passes the SECURE Act

Many Americans do not have enough saved for retirement, with only 51% of workers having access to a work place retirement plani. In an effort to bridge the savings gap, a number of bills have been introduced to Congress this year. The Setting Every Community Up for Retirement Enhancement Act of 2019, known as the …

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Managing Your Money in a Gig Economy

According to the Bureau of Labor Statistics, 16.5 million people rely on contingent or alternative work arrangements for their income.1 Often referred to as the “gig economy,” these nontraditional or contingent work arrangements include independent contractors, on-call and temp agency workers, and those who sign up for on-demand labor through smartphone apps. If you are …

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Time for a Mid-Year Investment Check

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down, periodically reviewing your portfolio with your financial professional can be an excellent way to keep your investments on track, and midway through …

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Hidden Gem: HSAs in Retirement

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 of another type of tax-preferred account that may prove very useful, not only during your working years but also in retirement: the health savings account (HSA). HSA in a nutshell …

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Business Owners: What’s Your Plan for Retirement?

Business owners often put their heart, soul, and nearly all of their money into their business. When it comes to retirement planning, business owners should not rely on selling their business as their only means of a nest egg for retirement. Many things can happen along the way, an owner may become ill and have …

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