Once a year, use this checklist to help you assess the state of your retirement planning. A yearly physical makes sense, even for healthy people. A detailed physical exam can alert you to potential medical…
Continue readingMany plan participants may not fully understand all the advantages their employer-provided retirement plans provide. Here are three aspects of your retirement plan that may surprise you. By law, the…
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Your long-term retirement strategies must account for inflation – or else. You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation…
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Are you helping or hindering your future retirement security? It may be time to rethink your approach to retirement planning if any of the following apply to you. Failing to Understand Retirement Income…
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Recent reports that the Social Security trust fund will pay out more than it takes in—for the first time since 1982—could trigger a rush to claim benefits. Financial planners often say that their clients…
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Medicaid is essentially a state and federally funded program that is managed by both levels of the government. Eligibility for Medicaid is said to be both “categorical” and financial. In other words, eligibility…
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