If you’ve saved diligently into your company 401k plan over the course of your career and are wondering if it’s time to make the jump to retirement, this is a good time to consider working…
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Your 2023 Medicare Enrollment Window
If you turn 65 in 2023, it is imperative that you sign up for 2023 Medicare enrollment during your designated registration window to avoid penalties when receiving Medicare benefits later on. However, the signup window…
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What You Need to Know About 2022 RMDs
The IRS-mandated required minimum distribution (RMD) had been a fixed constant for many years, going into effect at age 70.5, until the fine print of the rule changed in 2019. Upon the passing of the…
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Thoughts on Gifting—Leaning In to Our Inclinations Toward Generosity
Generally, when a person decides to give to others, the motivation is rooted in altruism. Someone might have a personal connection to a cause or charity, so they want to make a donation. Someone might…
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Traditional or Roth IRA: Tax Deduction Now or Tax-Free Income Later?
Making the decision to save for retirement should be simple: If you save part of your income now and live on less than you make, someday you will be able to retire and hopefully maintain…
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