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The Week Ahead – October 14, 2019: That First RMD from Your IRA

When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). You will make them, annually, from now on.1

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When Should I Apply for Medicare?

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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The Week Ahead – October 7, 2019: Child ID Theft: 8 Steps to Keep Your Kids Safe

You are not the only one who needs to be on guard about their personal data safety. Minor children are 35 times more likely than adults to suffer ID theft. Here’s what parents need to know.

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October 7, 2019: Are You a Medicare Beneficiary? You Could Be Over-Paying for Your Drug-Regimen Plan

Written by Taylor Financial Group, LLC What can you do about the ever-increasing cost of drugs? The cost of prescription medications has been increasing every year. This is especially important for Medicare beneficiaries. Medicare plans change every year, which can drastically increase the cost of your medication regardless of what you were paying before. Per Forbes, 90% of Medicare beneficiaries are over-paying for their drug regimen plan. You can only change your plan during the Open Enrollment Period which runs October 15 – December 7. Taking the time to review your plan each year could end up saving you a...read the full article

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The Week Ahead – September 30, 2019: Smart Financial Moves in Your 20s, 30s, 40s, & 50s

Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age.

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wealth management, retirement preparation

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4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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The Week Ahead – September 23, 2019: How Medigap Choices are Changing

Soon, two types of Medigap policies will no longer be sold. Seniors who enroll in Medicare in 2020 or later will be unable to buy Medigap Plan F or Plan C.

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The Week Ahead – September 16, 2019: Your Diversified Portfolio vs. the S&P 500

“Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter.

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The Week Ahead – September 9, 2019: 6 Social Security Traps to Avoid

Recognizing that Social Security supplements other sources of income, we can take proactive measures that maximize benefits while avoiding the pitfalls that poor choices can create.

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The Week Ahead – September 3, 2019: Reading Recession Risks in the Yield Curve

Attention turned to the yield curve last week as the financial media deluged investors with news about its inversion and the signal it sends about a possible recession.

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