Annual Financial To-Do List

Annual Financial To-Do List

Annual Financial To-Do List

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Things you can do for your future as the year unfolds.   What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific...

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retirement fact sheet

A Retirement Fact Sheet

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Some specifics about the “second act.”   Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.   Up to 85% of a retiree’s Social Security income can be taxed. Some retirees are taken...

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end-of-the-year money moves

End-of-the-Year Money Moves

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Here are some things you might consider before saying goodbye to 2019.   What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or...

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