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Business Owners: Should You Consider a Wellness Program for Your Employees?

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Are employer wellness programs worth the investment? A review of some of the key studies examining the topic seems to indicate that such programs may indeed bring a variety of organizational benefits, depending on overall objectives and program design. Focusing only on return on investment (ROI) results, however, could provide too narrow a view of …

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Settling an Estate: Executors Inherit Important Title

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Being named as the executor of a family member’s estate is generally an honor. It means that person has been chosen to handle the financial affairs of the deceased individual and is trusted to help carry out his or her wishes. Settling an estate, however, can be a difficult and time-consuming job that could take …

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Four Tips for Downsizing in Retirement

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Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It may sound like a daunting and emotionally draining task, but downsizing could be a savvy financial move, especially if you haven’t reached your retirement savings goals. 1. Set goals for downsizing Before you make any …

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Due Date Approaches for 2017 Federal Income Tax Returns

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Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2016 tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to …

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10 Trends For Defined Contribution Plans

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The 2018 Defined Contribution Survey by San Francisco-based Callan has been released. Callan is a consultant to sponsors of defined contribution plans that advises on over $2 trillion across its client portfolio. Callan’s survey—the 11th installment—draws data from 152 401(k), 403(b), and government sponsored 457 plans. More than 90 percent hold assets exceeding $100 million; and …

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