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Articles

How Can I Protect My Personal and Financial Information from Credit Fraud and Identity Theft?

In today's digital world, massive computer hacks and data breaches are common occurrences. And chances are, your personal or financial information is now susceptible to being used for credit fraud

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Key Retirement and Tax Numbers for 2019

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold

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Business Owners: What's Your Plan for Retirement?

If you're a small-business owner, you probably pour your heart, soul, and nearly all your money into your business. When it comes to retirement planning, do you cross your fingers and hope your

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The SVA Basics of Diversification

Everyone has heard the phrase “don’t put all your eggs in one basket”. This theory can (and should) be applied to your investment portfolio. Putting money into different “baskets” helps spread

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Fixed and Variable Annuity Costs: What You Need to Know

When you think of annuities, you may think of a policy owner that pays an insurance company a premium(s), and in return receives a series of annuitized payments for a defined period of time. 

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Increases to Retirement Savings Limits for 2019

As we head into a new year, this a good time to review your cash flow and savings for 2019 to ensure you are maximizing your benefits. In November, the IRS announced a $500 annual increase of

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On the Road to Retirement, Beware of These Five Risks

On your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement investors face. Take some time now to

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Charitable Goals? Take Advantage of One of the Most Flexible Tax Planning Tools

Giving to charity can provide not only large tax deductions, but also the satisfaction of doing good. On top of that, it’s one of the most flexible tax planning tools because you can control the

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Plans for Business Owners and the Self-Employed

If most of your money is tied up in your business, retirement can be a challenge. So if you haven’t already set up a tax-advantaged retirement plan, consider setting one up this year. If you might

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Risk Management and Your Retirement Savings Plan

By investing for retirement through your employer-sponsored plan, you are helping to manage a critically important financial risk: the chance that you will outlive your money. But choosing to

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