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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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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How Much Will Health Care Cost?

By Mark Fissel
Posted on September 23rd, 2019

Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline. These are the estimated savings required […]

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Balancing 401(k) and HSA Contributions

By Mark Fissel
Posted on September 23rd, 2019

If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage […]

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Five Times in Your Life When You Might Need Help with Your Finances

By Mark Fissel
Posted on September 23rd, 2019

As you move through different stages of life, you will face new and unique financial situations. Did you just get engaged? Perhaps you are wondering […]

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Five Retirement Lessons from Today’s Retirees

By Mark Fissel
Posted on August 29th, 2019

Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) surveys 1,000 workers and 1,000 retirees to assess how confident they are […]

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Market Strategies: Three Ways to Play Defense in Your Stock Portfolio

By Mark Fissel
Posted on July 30th, 2019

Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility. But there are […]

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Is It Time to Declare Your Financial Independence?

By Mark Fissel
Posted on June 27th, 2019

No matter how much money you have or which life stage you’re in, becoming financially independent starts with a dream. Your dream might be to […]

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The House Passes the SECURE Act

By Anne Zavaglia
Posted on May 30th, 2019

Many Americans do not have enough saved for retirement, with only 51% of workers having access to a work place retirement plan[i]. In an effort […]

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