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group.id = 109147514443
blog_topics(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
blog_tags(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
all_topics = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]

The BIG 3 of Long Term Care

You can put it off and hope it won’t affect you. And maybe it won’t. But statistics say you’re probably going to need it. I’m talking about … ‘cue the blaring trumpets … long-term care insurance. First, contrary to popular opinion, long-term care IS...

4 Ways to Find Your Retirement Bliss

When it comes to your retirement, what are you most excited about? Which activity or pastime? While some people have no problem filling all the extra hours that have been returned to them once they retire, others find it intimidating. Don’t be hard...

January 2019 Market Update

Market Cycles and Feedback Loops Do you ever feel like you’re too close to something? Sometimes, you can be so close to what’s happening, that you can be hard-pressed to feel (or see) anything other than the chaos. Yes, “this or that” trend may have...

4 Quick Money Saving Tax Tips

Over the course of your life, you might spend thousands of hours monitoring your investments and savings. But how much time do you spend on tax planning? Filing your taxes is a chore and a bore. But their complexity (and the potential return on your...

2019 Investment Checkup

Your savings are your future. How you manage your money today impacts your quality of life tomorrow. When it comes to your approach to investing, of course you need to be consistent, but you also need to be agile, determined and diversified. It’s...

Fourth Quarter 2018 Market Update

We dissect some of the reasons the market appears to have finally hit a wall, stalling what had been a historic bull run. Then cover which markets look particularly vulnerable going forward, and which sectors appear to be holding steady.

Happy Financial New Year!

You could have a better year if you just do these things. You may think that all resolutions are a big waste of time. Yet I’ve worked with a lot of people who’ve used the turn-of-the-year to discard damaging financial habits, and who’ve improved...

5 Direct Reasons to Finish Your Estate Plan Today

You don’t want to deal with it. I don’t want to deal with it. But you need to get it done. Then you can put it behind you and never think about it again. Everyone has an estate. You certainly do. (It’s not just a word to describe the wealthy of...

4 Important End-of-Year Tax Considerations

Who does your taxes? And, more importantly, why do they get to do them? What I mean is, when it comes to your retirement planning, your taxes and your investing, you’ve got to find an edge wherever you can. It has long been my philosophy that...

From a tax consideration, would paying off my mortgage be a bad move?

Reader’s Question: I’m 59 and recently had to retire and go on disability. I’ve always made a good living, been a great saver, and a careful, conservative investor. (The only debt I carry is my $200,000 mortgage.) The positive in all this is, that,...

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