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As the holiday season has quickly descended upon us, so will a new tax-filing season. Have you thought about the numerous effective tax-saving strategies you can deploy at year’s end? Knowing how to…

Barbeque? Fishing trip? Long snooze in a hammock? Whatever your plans this Labor Day, if you’re at or near retirement age, you’d be wise to take a moment to consider…

Americans are living longer—a cause for celebration. But for those tasked with caring for them, the burden has never been heavier. At the same time, young people face tough job…

The heat is on this summer with much of the country being hit with record high temperatures. The heat is also on within the financial services industry as implementation of…

Beat the heat: Don’t get burned by bad advice (Part 1) As temperatures continue to heat up around the country, the battle for a uniform fiduciary standard in the financial…

Whether your vision of retirement includes lifelong travel plans or more time at home with family and loved ones, there are essential planning considerations that will help you get there.…

Let Freedom Ring! 4 Tips for Financial Independence in Retirement The 4th of July is just around the corner, and we are looking forward to joining our friends and family…

In late 2015, the Federal Reserve raised interest rates, moving from the near-zero policy for the first time in almost a decade. With much speculation for rate changes to continue…

Memorial Day is just around the corner—a day observed to commemorate the men and women who gave their lives in military service. While honoring those that made the ultimate sacrifice is…

The Employee Benefit Research Institute (EBRI) recently released its annual Retirement Confidence Survey for 20161 and found, while confidence has shown improvements since the record lows of 2009 – 2013,…