November 2017 Monthly Recap

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Posted on November 4th, 2017

Daylight Savings Remember to set your clocks back an hour this weekend, and enjoy an extra hour of sleep! Chinese Lantern Festival All-new, beautiful, artfully […]

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2018 Annual Retirement Plan Limits

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Posted on October 31st, 2017

The IRS announced retirement plan limits for 2018.  See the chart below for limit increases. Retirement Limits 2017 2018 Covered compensation limit $270,000 $275,000 Defined […]

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Five Myths About Group Disability Insurance

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Posted on October 27th, 2017

You may think that the chances of becoming disabled during your working years are slight, and even if you did get hurt or had to […]

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Ten Year-End Tax Tips for 2017

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Posted on October 27th, 2017

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

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The Benefits of Having a Will

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Posted on October 27th, 2017

A will is often the cornerstone of an estate plan. Below are five benefits of having a will in place. Distribute property as you wish […]

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Fall 2017 Newsletter

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Posted on October 5th, 2017

Tax Reform The long-awaited tax reform framework was introduced by the Trump Administration last week. It may be difficult to craft and pass, as the […]

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Tax Reform

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Posted on September 29th, 2017

The long awaited tax reform framework was introduced by the Trump Administration last week. It may be difficult to craft and pass, as the procedure […]

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How to receive your Social Security statements

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Posted on September 25th, 2017

Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social Security Administration (SSA) mailed these […]

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Company Stock and Your Portfolio

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Posted on September 25th, 2017

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much […]

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Managing Debt While Saving for Retirement

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Posted on September 25th, 2017

It’s a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting […]

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