Final 401(k) Catch-Up Regulations: What Employers and Savers Need to Know

By Anne Zavaglia
Posted on October 14th, 2025

The IRS has released final regulations on 401(k) catch-up contributions under the SECURE 2.0 Act, bringing clarity to how older and higher-income workers can save […]

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Navigating Medicare Open Enrollment

By Broadridge Advisor Solutions
Posted on October 13th, 2025

If you have Medicare coverage, the Medicare Open Enrollment period is a good time to review your options, compare costs, and make sure that your […]

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Could Employee Ownership Be Part of Your Succession Plan?

By Broadridge Advisor Solutions
Posted on October 13th, 2025

An employee stock ownership plan (ESOP) is a type of qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees. […]

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Q3 2025 Market Review

By Clint Edgington
Posted on October 13th, 2025

The third quarter continued the trends from last quarter, fully recovering from the drop due to tariff scares this past spring.  Equity markets ended at […]

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How to Protect Yourself from AI Deepfakes Stealing Your Money and Identity

By Mark Fissel
Posted on July 9th, 2025

As artificial intelligence (AI) advances, so do the tactics of cybercriminals. One of the most alarming threats today is the rise of AI-generated deepfakes; highly […]

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What the One Big Beautiful Act Means for Taxpayers

By Anne Zavaglia
Posted on July 8th, 2025

This past Independence Day, the One Big Beautiful Bill Act (OBBB) was signed into law, marking one of the most significant overhauls to the U.S. […]

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Changes to Student Loans Under the “Big Beautiful Bill”

By Anne Zavaglia
Posted on July 8th, 2025

Student loan reform is back in the spotlight with the passage of the One Big Beautiful Bill Act (OBBB). This sweeping legislation will dramatically change […]

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Q2 2025 Market Review

By Clint Edgington
Posted on July 7th, 2025

The quarter began with equity markets continuing and deepening the previous quarter’s slump to a free fall due to Trump announcing broad tariffs and the […]

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The Versatile Roth IRA

By Broadridge Advisor Solutions
Posted on April 9th, 2025

Used with care, the Roth IRA may help serve several objectives at once — like a multipurpose tool in your financial-planning toolbox. Retirement First and […]

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The New Identity Requirements for Social Security: What You Need to Know

By Anne Zavaglia
Posted on April 9th, 2025

In recent years, the rise in identity theft and cybercrime has prompted a significant overhaul in how we secure personal information. One of the latest […]

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