Just before Christmas 2019, Congress passed and the President signed a new law that makes some major changes to how we use our retirement accounts. The Setting
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Years ago, an article I was reading noted that saving for retirement was like eating your vegetables. You know it’s good for you but it’s no fun.
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If you are thinking of making charitable contributions prior to year-end, you may have heard that it’s become more difficult to obtain any sort of tax benefit
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(Most participants don’t but here’s why you should review your coverage each year)
It’s Open Enrollment season for Medicare. Those Americans on Medicare have
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Last year my husband and I knew there was something wrong with our boiler, in the basement of our house. We knew this because we lost heat in the house during
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There’s no doubt that we have a savings crisis in America. The list of problems is long: we don’t have enough in an emergency savings account, we don’t have
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March 8th is International Women’s Day, and every year I think about how financial advisors interact with women, especially when those women are one half of a
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Many of us have high hopes about being more financially organized – it’s certainly a noble cause. Indeed, even those of us who already handle the financial
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