Retirement Income Planning a Priority for Clients
Retirement planning involves establishing and analyzing the steps and choices required to achieve the desir…
Ten Mistakes That Could Jeopardize Your Retirement
It’s difficult enough to pursue your retirement goals without making specific, frequent, and easily avoidable errors. Here are nine significant mistakes to avoid, if at all possible.
1. No Strategy
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Can You Afford The Expenses That Medicare Doesn’t Cover?
You probably understand what health insurance covers and doesn’t by the time you turn 65. However,
Federal Employees Group Life Insurance (FEGLI)
Here’s a simple memory test for you. When did you first become eligible for the Federal Employees’ Group Life Insurance program? The day you started working for the federal government should be the correct response. Unless you formally declined that coverage before the end of your first pay peri…
Saving for Retirement Now May Lead to Tax Credits in 2022 and Beyond
As the time for filing taxes draws near, the Internal Revenue Service (IRS) has issued updated recommendations that might be…
