Can You Get to a Million Dollars?

By Mark Fissel
Posted on February 24th, 2016

Often in life, you have investment goals that you hope to reach. Say, for example, you have determined that you would like to have $1 […]

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Bear market ahead? Here’s what to expect

By Mark Fissel
Posted on January 27th, 2016

Let’s just say that stocks are in the beginning stages of a bear market, what can we expect? If it’s an average bear, you can […]

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DOL’s Perez: Fiduciary Rule to Be Wrapped Up in ‘Coming Months’

By Mark Fissel
Posted on January 26th, 2016

Labor Secretary Thomas Perez said Monday that the Labor Department hopes its rule to change the definition of fiduciary on retirement advice will “reach a […]

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Which Birthdays Are Financial Milestones?

By Mark Fissel
Posted on January 21st, 2016

When it comes to your finances, some birthdays are more important than others. Take this quiz to see if you can identify the ages that […]

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Required Minimum Distributions

By Mark Fissel
Posted on January 21st, 2016

What are required minimum distributions (RMDs)? Traditional IRAs and employer retirement plans such as 401(k)s and 403(b)s offer several tax advantages, including the ability to […]

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Filing Your 2015 Federal Income Tax Return

By Mark Fissel
Posted on January 21st, 2016

Whether you’re preparing your own tax return or paying someone to do it for you, tax season can be a stressful time of year. Make […]

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Budgeting – Cornerstone of Success

By Mark Fissel
Posted on January 6th, 2016

5 Budget Tips You Need to Know We’ve all heard the phrase “live within your means”. That’s much easier said than done. I’ve spent some […]

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When to expect tax forms this year

By Mark Fissel
Posted on December 31st, 2015

We are nearing that time again! Tax forms will be sent out on the following dates: Form Number Mailing Date Form Description 1099 Feb. 15 […]

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How much income will I need in retirement?

By Mark Fissel
Posted on December 28th, 2015

A widely accepted tenet of retirement planning is that you need to replace just 70% to 80% of your pre-retirement income to maintain your standard […]

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Assessing Portfolio Performance: Choose Your Benchmarks Wisely

By Mark Fissel
Posted on December 28th, 2015

You can’t help but hear about the frequent ups and downs of the Dow Jones Industrial Average or the S&P 500 index. The performance of […]

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