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SECURE Act 2.0 Includes New Provision On Special Needs Trusts
3/12 SECURE Act 2.0 Includes New Provision On Special Needs Trusts Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities...
Read MoreThe Impact of SECURE 2.0 in 2024 and Beyond
SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...
Read MoreA Year-End Financial Checklist
Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...
Read MoreDon't Get Hooked: A Guide to Recognizing and Avoiding Phishing
As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...
Read MoreMoney Tips for Parents Sending Children Off to College
You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...
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Attention Parents and Grandparents of College-Bound Students: FAFSA Gets an Overhaul
Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA). The Department of Education is calling it the “most...
Read MoreTop 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)
Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)BodyGetting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones....
Read MoreNavigating the Costs of Senior Care: Tips for Preparing for Long-Term Care
Navigating the Costs of Senior Care: Tips for Preparing for Long-Term CareBodySenior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U...
Read MoreTips for Raising Financially Literate Children
Tips for Raising Financially Literate ChildrenBodyEvery parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial...
Read MoreTransitioning to Medicare from Private Health Insurance Plans
Transitioning to Medicare from Private Health Insurance PlansBodyTransitioning from Private Health Insurance Plans to MedicareAs you approach retirement age, you may be anticipating transitioning from your private insurance to Medicare...
Read MoreWhere to put excess cash
Where to Put Excess CashAccording to the Investment Company Institute, near the end of 2022, there was more than $4.7 trillion in cash sitting in U.S. money market funds.1,2 While cash can play a role in a diversified portfolio,...
Read MoreThe Key to Success: People, People, People
FORTUNE MAGAZINE October 27, 1997 Key to Success: People, People, People "All we can do is bet on the people whom we pick," says General Electric CEO Jack Welch. "So my whole job is picking the right people." He's not...
Read MoreOur "GoFundMe" Problem
As A Nation, We’ve Come Up With Any Number Of Remedies To Very Tragic Situations. And While I Commend The Innovations Around Crowdfunding, I Believe That When It Comes To People’s Financial Security, It’s Time For...
Read MoreNonqualified Deferred Compensation Planner
How Much Income Could You Expect?Simply adjust information below to see how much annual income you might receive from the deferred comp plan after you stop working.https://www.principal...
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