Quiz: How Much Do You Know About Social Security Retirement Benefits?

By Mark Fissel
Posted on January 23rd, 2017

Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program? Test your knowledge, […]

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When to Expect Tax Forms

By Mark Fissel
Posted on January 3rd, 2017

We are nearing that time again! The calendar below lists forms by mailing date. If any date shown falls on a Saturday, Sunday, or holiday, the […]

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Medicare and Medicaid: What’s the Difference?

By Mark Fissel
Posted on December 20th, 2016

It’s easy to confuse Medicare and Medicaid, particularly since they’re both government programs that pay for health care. But there are important differences between each […]

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Growth, Value, or Both

By Mark Fissel
Posted on December 20th, 2016

The terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment. Famed […]

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Key Retirement and Tax Numbers for 2017

By Mark Fissel
Posted on December 20th, 2016

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and […]

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What It Means to Be a Financial Caregiver for Your Parents

By Mark Fissel
Posted on November 30th, 2016

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their […]

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Balanced Funds: Seeking Growth and Stability

By Mark Fissel
Posted on November 30th, 2016

Since 2001, investment in balanced mutual funds, which hold a mix of stocks and bonds, has grown every year except in 2008, the heart of […]

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Tax Credits and Deductions for College

By Mark Fissel
Posted on November 30th, 2016

College students and their parents need all the help they can get to pay for college. Here are four college-related federal tax benefits that might […]

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The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season

By Mark Fissel
Posted on November 29th, 2016

The holidays are a popular time for charitable donations. With so many charities to choose from, it’s more important than ever to ensure that your […]

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Playing Catch-Up with Your 401(k) or IRA

By Mark Fissel
Posted on November 29th, 2016

A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. […]

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