IRA
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Potential Tax Changes: What’s on the Table in Washington?
President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including federal tax proposals aimed at…
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Income Tax Strategies to Help You Live Your Ideal Retirement
During your golden years, you may find that managing your income isn’t as straightforward as it once was. One of the keys to enjoying this…
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National Make-A-Will Month: Create An Impact That Extends Beyond Your Lifetime
As August approaches, so does an opportunity for reflection and planning your future. Each year, August is recognized as National Make-A-Will Month. At Habitat for…
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Should You Consider a Variable Annuity?
For the casual observer, it sometimes seems that variable annuities are either “terrible” or “wonderful.” Commentators in the financial media seem to occupy a polarity…
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Tax Efficiency in Retirement
Are you striving for greater tax efficiency? In retirement, it is especially important and worth discussing. A few financial adjustments may help you manage your tax…
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8 Healthy Financial Habits You Should Develop
April is Financial Literacy Month. Feeling overwhelmed by finances is common, with nearly half of Americans living paycheck to paycheck. Healthy financial habits can help…
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Retirees Can Earn Annual Income by Giving Some of Their IRA Savings to Charity
After Congress passed a series of retirement changes at the end of last year, retirees are now able to earn an annual income by giving…
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