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Cash Balance Plan – How To Make 10 years’ worth of retirement contributions in one ...
According to the U.S Small Business Administration, there are nearly 28 million small businesses in the U.S. Unfortunately, only 44 percent offer 401(k) plans and even fewer offer defined benefit ... -
Best & Worst states for taxes
When it comes to income, it’s not what you make, but what you keep that counts. While many taxpayers think of Federal taxes as the larger percentage of taxes paid, ... -
6 Retirement roadblocks that could disrupt your plans
The definition of retirement is evolving. Advances in technology and healthcare have contributed toward longer life spans and in turn, a change in retiree habits. From working longer to living ... -
5 Smart ways to invest your tax return
The Internal Revenue Service expects more than 153 million tax returns to be filled this year with nearly 111 million taxpayers receiving a refund. That’s right – over 70 percent ... -
How does your retirement account stack up?
It’s natural to wonder how you compare to your peers – especially when it comes to financial matters. From the amount of debt to the level of your retirement account, ... -
5 Steps to prevent you from outliving your retirement nest egg
One of the greatest financial fears experienced by retirees is outliving their assets. The weight of this concern can be so great that it often impairs the ability of retirees ... -
Smart money moves for 2017
As 2016 comes to a close, it is a good time to reflect on the past while embracing the opportunity of the New Year ahead. For those making resolutions, finances ... -
Overcoming the 3 Biggest Financial Regrets
Life is filled with an overwhelming number of financial choices. Like many decisions in life, there are certainly some financial matters we might have handled differently. In fact, financial regret ... -
Simplifying the gifting process
Despite its perceived simplicity, gifting remains one of the most misunderstood financial concepts. Confusion in this area has led to under-utilization and potentially higher taxes owed by taxpayers each year. ... -
6 Steps to take after losing your job
Facing unemployment can be one of the most overwhelming challenges in life. From concerns over handling basic necessities like day to day living expenses to addressing healthcare and other benefits, ...
