Beware of These Life Insurance Beneficiary Mistakes

By Content Administrator
Posted on February 20th, 2024

Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. While naming your policy’s […]

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Key Retirement and Tax Numbers for 2024

By Content Administrator
Posted on January 29th, 2024

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. […]

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The Year in Review

By Clint Edgington
Posted on January 11th, 2024

The echoes of central banks’ historic monetary stimulus to counter the Covid-19 virus, the resulting inflation, and the  unwinding of that monetary stimulus to contain […]

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Part-time Employees Are Eligible to Enroll into 401(k) Plans in 2024

By Anne Zavaglia
Posted on January 10th, 2024

Starting this year, part-time employees meeting the SECURE Act’s three-year rule are eligible to participate in their employer’s 401k plan. The SECURE Act of 2019 […]

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How Much Income Does Social Security Replace?

By Content Administrator
Posted on January 2nd, 2024

Social Security can play an important role in funding retirement, but it was never intended to be the only source of retirement income. The Social […]

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Reviewing Your Estate Plan

By Mark Fissel
Posted on December 1st, 2023

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity […]

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Year-End 2023 Tax Tips

By Mark Fissel
Posted on December 1st, 2023

Here are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan Effective planning […]

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College Forecast: Skepticism Toward Higher Education Rises

By Mark Fissel
Posted on October 31st, 2023

A notable shift in public opinion over the past decade about the value of a college degree may portend a reckoning for the higher education […]

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Q3 2023 Market Review

By Clint Edgington
Posted on October 12th, 2023

The first half of 2023 saw global stocks strong returns buoyed with hopes of a soft landing and supported by a seemingly sustained trend of […]

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New Life for Your Old Insurance Policy

By Mark Fissel
Posted on September 29th, 2023

Life insurance can serve many valuable purposes. However, later in life — when your children have grown, you’ve retired, or you’ve paid off your mortgage […]

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