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Keeping Your Informed with Financial News and Tips

Avoid This Unpleasant Tax Surprise in Retirement
July 18, 2016

If you’ve heard anything about retirement planning, it’s probably the common mantra to save as much as you can. In fact, setting aside as much tax-deferred funds as possible makes sense for your current financial situation as well, because you’re lowering your tax liability while also preparing for the future….

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Protect Yourself From Online Identity Thieves
July 11, 2016

If you’ve grown tired of crowds, long lines, and inconvenient operating hours, then maybe you have replaced mall shopping with online shopping. It’s a trend that continues to grow, and it’s probably not ever going away. But unfortunately, online shopping does create vulnerabilities. Whereas a pickpocket might snatch your purse…

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The Top Three Life Insurance Mistakes
July 4, 2016

You know that selecting a good life insurance policy is one of the best ways to protect your family, in the event that something ever happens to you. But making one of these common mistakes can erode the value of your life insurance plan, meaning your family might not be…

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Couples Can Reap More from Social Security
June 27, 2016

Last fall, Congress closed a loophole in Social Security rules that allowed couples to “file and suspend” benefits, a strategy that helped many couples earn larger monthly checks from the program. Many married couples who were planning on utilizing this strategy were forced to scramble and reevaluate their retirement income…

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