How to Make Retirement Planning Easier

September 2, 2015 

How to Make Retirement Planning Easier

While most survey participants find their 401(k) – a workplace savings plan that lets employees invest a portion of their paycheck before taxes are taken out – a crucial benefit, with nine in 10 calling it a “must have,” most do not seek professional ...

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September 1, 2015 

Wealth Manager Gives Long-Term Budget Advice to LGBT Couples

For LGBT couples, modern families and society in general, history is being made rapidly. Following the movement of a majority of U.S. states to approve marriage equality over the pat couple of years, the Supreme Court voted to make same-sex marriage a right nationwide. “The progress we’ve made as a community and as a society...…

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August 26, 2015 

Health Savings Accounts (HSAs): A Win-Win-Win

HSAs were implemented in 2004 in the United States to provide a medical savings account for individuals who were enrolled in a high-deductible health plan, or HDHP. An HSA allows an individual to contribute amounts each calendar year to pay for ...

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August 26, 2015 

The 4 Phases of a Sound Financial Plan

Everything looks like a nail if your only tool is a hammer – that’s what financial planning expert Brad Berger finds himself telling clients all the time.

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August 18, 2015 

3 Tips to Achieve Financial Success

Ultimately, each person must be his or her own best financial advocate. It may take a team of professionals in various fields to provide retirees with the good life, but individuals need to be their own most valuable player for their well-being.