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Every new year brings a fresh beginning, this can be just as true now as it ever was. In 2020, expect increases in savings pretax limits for workers looking toward retirement. If you've already reached retirement age, you'll see a moderate increase in your Social Security benefits payments. However, there will also be increased premiums in Medicare Part B that will work to offset...

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Holiday shopping is underway for many with “Black Friday” and “Cyber Monday” already behind us.  One small question you might ask yourself is whether you should pay for your items with a credit or debit card.  There's a lot of debate about whether you're better off using a credit or debit card because both have a few advantages and drawbacks. Some experts may recommend sticking to...

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More often than not, whenever a presidential election year is underway, you will hear a lot of news anchors and financial analysts will talk about the economy and the stock market. There will often be self-proclaimed experts who have their theories about how a presidential candidate will affect the market during election year, how investors may react as Election Day draws closer. But there's a...

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The 2020 contribution and benefit limits have been released by the IRS.  The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased. The following limits are applicable to 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan: The contribution limit will be $19,500, up from $19,000 for 2019The catch-up provision limit for...

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In most cases, the actions of the Federal Reserve lowering interest rates are a good thing because a lot of economic activity depends on the ability of businesses to borrow money. It is of course easier to borrow when interest rates are lower, but lowering interest rates too much could affect investors who may see lower returns on certain funds in their portfolio. Certainly the...

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The IRS does a good job of providing the country’s elder statesmen with ways to save for retirement. Some of the most popular investment vehicles the IRS provides access to for the benefit of US taxpayers include 401(k) accounts and a variety of IRAs. While both of these options provide a variety of benefits to the taxpayer, the primary benefit involves taxation. In some cases, taxpayers...

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Unfortunately, it’s a very real possibility that you or someone you love may need long term care at some point. Your retirement savings may have to go toward that care, but you will want to ensure that this money is protected. A good way to keep your retirement savings secure could be a long term care (LTC) insurance policy. How LTC insurance Works The benefits you receive...

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It’s that time of year again for Medicare’s Open Enrollment!  Are you ready?  If you are new to Medicare then it’s important to know that Open Enrollment occurring in the Fall is only designated for changes to be made to current coverage.  These changes include: • Changing from regular Medicare coverage to Medicare Advantage regardless of having part D (or vice versa) • Being able to join a...

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