FIRE: Four Things You Need to Know About This Hot Retirement Movement

By Mark Fissel
Posted on December 2nd, 2019

Many workers look forward to the day they can finally retire, and for some, an early retirement would be a dream come true. Others are […]

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College Savings & Financial Aid

By Mark Fissel
Posted on December 2nd, 2019

529 Plans Are Hard to Beat Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for […]

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Take This Quiz: The Social Security Retirement Earnings Test

By Mark Fissel
Posted on December 2nd, 2019

Can you work and receive Social Security retirement benefits at the same time? Yes, but the Social Security Administration (SSA) will apply an earnings test. […]

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How to Give Like a Billionaire When You Don’t Have Billions to Give

By Mark Fissel
Posted on December 2nd, 2019

Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world’s wealthiest individuals and couples have […]

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November 2019 Monthly Recap

By Mark Fissel
Posted on November 1st, 2019

Don’t Forget to Set Your Clocks Back! Daylight Savings Time ends this weekend, and it is time to “fall” back. Don’t forget to adjust your […]

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Roth 5 Year Waiting Period Rules

By Anne Zavaglia
Posted on October 29th, 2019

There are some unclear and misunderstood rules that exist for ROTH IRA distributions. Qualified Distributions, which are both tax and penalty free, are distributions that […]

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What are Continuing Care Retirement Communities?

By Mark Fissel
Posted on October 29th, 2019

Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a single campus. CCRCs offer residents […]

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Tips for Managing Your Holiday Spending

By Mark Fissel
Posted on October 29th, 2019

Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities to overspend. Here are some […]

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Ten Year-End Tax Tips for 2019

By Mark Fissel
Posted on October 29th, 2019

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to […]

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Three Regrets of Retirees

By Mark Fissel
Posted on October 29th, 2019

A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their […]

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