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Tips for Targeting Your Retirement Savings Goal

What if you’re saving as much as you can, but still feel that your retirement savings goal is out of reach? As with many of life’s toughest challenges, it may help to focus less on the big picture and more on the details. Regularly review your assumptions Whether you use a simple online calculator or …

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January 2020 Monthly Recap

The SECURE Act Signed into Lawby Anne Zavaglia, CFP® President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, into law December 20th. Included in the federal government’s recent spending, the SECURE Act is designed to help Americans increase and preserve their retirement savings. The provisions in …

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The SECURE Act Signed into Law

President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, into law December 20.  Included in the federal government’s recent spending bill, the Secure Act is designed to help Americans increase and preserve their retirement savings. The provisions in the SECURE Act bring a number of changes, …

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Key Retirement and Tax Numbers for 2020

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2020. Employer retirement plans Employees who participate in 401(k), 403(b), and most 457 plans can defer up to $19,500 in compensation …

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Hindsight Is 2020: What Will You Do Differently This Year?

According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said it had to do with savings: 27% didn’t start saving for retirement soon enough, 19% didn’t contribute enough to an emergency fund, and 10% wish they had saved more for college.1 The saving conundrum …

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