While most of us were enjoying the holidays, our friends in Washington were busy tinkering with traditional Individual Retirement Accounts (IRAs).
As you may have heard, Congress passed legislation
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Letter of the Month
New IRS Contribution Limits: Changes for 2020
The IRS just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here's a quick look at the changes.
Next year, you can put up to $6,000
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Budget Checkup: Tax Time Is the Right Time
Every year, more than 147 million Americans, just like you, file federal tax returns, according to the Tax Policy Center. Many of my clients often tell me how much they dread searching through their
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Don’t Be Your Own Worst Enemy
November 2019 Letter of the Month
One of the most well-known investors of the 20th Century, Benjamin Graham, said, "the investor's chief problem - and even his worst enemy - is likely to be
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COLA Increase
Special Update: October 2019
You may have heard that the Social Security Administration officially announced that Social Security recipients will receive a 1.6% cost-of-living (COLA) adjustment for
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Four Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams requires a bit of preparation. As you develop your vision for the future, make sure you avoid these retirement mistakes:
Having No Strategy
The biggest mistake is
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Keep Up With Good Recordkeeping
Maintaining a sound financial life also means taking steps to help protect your important records. Here are three questions to consider as you organize your tax and legal documents:
What records
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Questions About Medicare? Here Are Some Answers
Today's changing health care landscape makes understanding Medicare even more important. Whether you have questions for yourself or a loved one, the following answers may help.
What does Medicare
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