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Protecting Yourself Online

For those who have had concerns about the Internet and its security, there was recently a very large “I told you so” moment. The resulting aftermath of the Equifax breach has put identity theft and cyber-security at the forefront of our thoughts and minds.

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IRS Contribution Limit Changes for 2018

The IRS recently announced changes to the contribution limits for retirement plans effective starting 2018.  One major change is an increase in the annual contribution limit from $18,000 to $18,500 for 401(k)/457/403(b) plans – the catch-up contribution limit for employees age 50 or older will remain the same ($6,000) in 2018.  Below is a table summarizing […]

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Is There an Error On Your Credit Report? Next Steps To Take

Let’s look at why your credit report is important, and if you find an error – how to handle it.

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Acting as a Fiduciary: What Does It Really Mean?

As you may have seen, the Department of Labor has proposed again delaying the implementation of the fiduciary rule, which will require advisors to put clients’ interests ahead of their own when managing retirement accounts.

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Life Insurance Awareness Month – A Few Quick Tips

We are going to touch on a few high-level issues common with many life insurance policies that are important to keep in mind on an annual basis.

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Is My Will Enough?

This isn’t a post about willpower and accomplishing one’s goals. It’s about the essential estate planning document known as a will. Everyone should have these three key estate planning documents:

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Estate Planning Checklist

As we get closer to the 4th quarter of 2017, it is a great time to start thinking about updating our estate plans. A carefully crafted estate plan can be one of the greatest gifts you can give to your loved ones.

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