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Inflation: The Not-So-Silent Retirement Killer

Inflation: The Not-So-Silent Retirement Killer Your long-term retirement strategies must account for inflation – or else You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings? Let’s explore. Inflation is defined as an...
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Managing Probate When Setting Up Your Estate

Managing Probate When Setting Up Your Estate What can you do to help your heirs? The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to a year for the estate to be settled, plus attorney’s fees, appraiser’s fees, and...
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Happy New Year! Congress Gifts SECURE 2.0

Happy New Year!  Congress Gifts SECURE 2.0 A key change in legislation just before the end of the year was congress passing the Consolidated Appropriations Act of 2023, which included the SECURE Act 2.0.  Ed Slott and Company has featured a great article about some of the highlights of SECURE 2.0, the article is from...
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New Retirement Contribution Limits for 2023

New Retirement Contribution Limits for 2023 Near-record levels. The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual Retirement Accounts (IRAs). IRA contribution limits are up $500 in 2023 to $6,500. Catch-up contributions for those...
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Should We Reconsider What “Retirement” Means?

Should We Reconsider What “Retirement” Means? The notion that we separate from work in our sixties may have to go. An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional concludes her career at...
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End-of-the-Year Money Moves

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2022. What has changed for you in 2022? This year has been as complicated as learning a new dance for some. Did you start a new job or leave a job behind? That’s one step. Did you remarry? There’s another step....
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