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Some New Year’s resolutions are more realistic than others. A realistic goal for everyone is to make a financial calendar for the upcoming year. This should include universal deadlines such as April 15th, and dates particular to you, such as insurance renewal dates, salary raises, and financial reviews. Starting the

While it’s easy to get caught up in the holiday spirit, running out to grab last minute gifts, baking dozens of gingerbread men and trimming your tree, don’t forget about your retirement plan. The end of the year is an important time for retires, and there’s a few

We hope you had a wonderful fall, filled with family and fun and are looking forward to the New Year! Winter often provides us with picturesque landscapes—the brilliant blaze of white, that mysterious stillness, and the hush of nature hibernating. Winter also gives us another opportunity at year’s end to

Before the year ends, it’s important to take a look back and reflect on 2018. You can look at how your investments changed, review your portfolio and note any changes that happened in the past year that affected you financially. This can be as easy as taking 15 minutes to

The news of potential government rule changes has brought to light how challenging and confusing Required Minimum Distributions (RMDs) can be for retirees. For some, RMDs are used for everyday living expenses, but according to a study by Allianz Life, 80% of respondents aged 65-75 don’t think that they

As the seasons start to change and the holidays approach, we are reminded of how fortunate we are and how much we have to be grateful for. We are also reminded that the season of giving is upon us. But, if you’re retired, you may be worried about