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Retirement

Some Changes are Coming for 401(k)s

Take note for 2019. Some notable developments are about to impact 401(k) plans. They follow a major change that became effective in 2018. Thanks to the Tax Cuts & Jobs Act, workers who borrow from 401(k) accounts and leave…

Retirement

Tax Considerations for Retirees

Are you aware of them? The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.        If you are 65 or older, your standard deduction is $1,300 larger.…

Retirement

Is Generation X Preparing Adequately for Retirement?

Future financial needs may be underestimated. If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event in the lives of your parents or grandparents;…

Financial Planning

Build Your Rainy Day Fund

Like an emergency fund, it can come in handy. Sometimes, life gets expensive. A little bad luck or a twist of fate can hit us right in the checkbook and challenge us to live within our budget. An emergency…

Market News

Monthly Economic Update: November 2018

Concerns Over Global Growth, Earnings, Trade Woes Contribute to October’s Market Turmoil Tightening financial conditions beginning to weigh on borrowing costs and bottom lines Last month was a rough ride for global financial markets as stocks sold off and…