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Over 50 Years of Combined Experience
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Year: 2018

A Few Words on Feathering Your (Retirement) Nest

If you are in your twenties, you may think it’s too early to start planning for your retirement. Be assured, it’s never too early. Following are a few tips to consider in planning to feather your nest and nurture your nest egg. 1) Calculate your monthly expenditures and your income. This should include...

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A Closer Look at IRAs—Roth vs. Traditional

    Roth IRA Traditional IRA 10% penalty for withdrawals prior to age 59½ Yes** Yes** Tax-deductible contributions No Yes*** Tax-deferred accumulation Yes Yes Tax-free distribution Yes No Mandatory minimum withdrawals requiredto start at age 70½ No Yes  *Withdrawals after age 59½ may...

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All You Need To Know About Eldercare Arrangements

It’s never too early to think about how and where you want to live when you’re older. How far in advance do you plan vacations? A month at the very least, right? You’ve booked the flights and hotels, taken time off of work, gotten the kids out of school and looked forward to it from the moment you...

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