Most people aren't comfortable talking to others about money. But, Social Security is a universal financial topic that most feel okay with discussing with
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The sandwich generation is defined as people who are still working, most likely in their 30's or 40's, that are responsible for bringing up their own children
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A Health Savings Account (HSA) is an investment vehicle that allows you to contribute tax-deferred income (similar to when you contribute to a pre-tax 401(k))
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The key to any successful financial plan is making sure you use reasonable assumptions. An age gap between spouses can have an impact on irrevocable decisions
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Do you regularly give to charity? Are you age 72 or older? If you answered yes to both, then you may want to consider a Qualified Charitable Distribution (QCD)
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Have you ever thought about retiring at the same time as your spouse? Part of our job is figuring out if retiring at the same time is financially possible, but
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A new year means some increased amounts for saving into retirement accounts! In this article, we provide a quick rundown of some updates for retirement savings
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Recently, Edward Jones put out the 4 Pillars of Retirement study, which was comprised of health, purpose, family and finance. Recently, Edward Jones put out the
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Have you been considering a big purchase but you’re concerned you can’t afford it since you’re retired? Is making a large purchase in retirement a smart idea
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Last year at the onset of the pandemic, Congress passed the CARES Act, which in part suspended the requirement to take distributions in 2020. RMDs are back in
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A lot of uncertainties are still unfolding in 2021 but one that is certain for 2022 are Social Security benefits and the cost-of-living adjustment (COLA) for
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Medicare is a big decision and there are many key factors that people should consider before making that decision. We suggest not making the decision on your
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