Financial Checkpoints Managing Life’s Transitions

July 8, 2019 Blog
Things to think about: In your 20’s Fund a Roth IRA Develop a budget and follow it Enroll in your company’s 401(k) plan and contribute at least the minimum needed to qualify for the full employer match. Start an emergency fund with three to six months living expenses. Pay down your debt (e.g. credit cards,
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3 Summer Recipes Just In Time For The 4th of July!

June 26, 2017 Blog
RED, WHITE, AND BLUE FRUIT SALAD   Cook time 5 mins Total time 5 mins Serves: 4   INGREDIENTS 16 oz of Strawberries, washed and cut in half 1 pint of blue berries, rinsed 3 bananas sliced in thick chunks ⅛ cup of honey 1 fresh lime   INSTRUCTIONS Wash and cut all your fruit. Combine
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Five Questions and Answers about New Social Security Claiming Rules

November 24, 2015 Blog
Five Questions and Answers about New Social Security Claiming Rules If you sign up for a my Social Security account at the Social Security website,, you can view your Social Security Statement online. Your statement contains a detailed record of your earnings, as well as estimates of retirement, survivors, and disability benefits, along with other information
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The Bipartisan Budget Act of 2015

November 10, 2015 Blog
The Bipartisan Budget Act of 2015 On November 2, 2015, President Obama signed into law the Bipartisan Budget Act of 2015, legislation that raises the federal debt limit and establishes the framework for a two-year budget deal. The legislation, needed to avoid an impending default on U.S. debt, also contains multiple unrelated provisions, including an
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May is Military Appreciation Month

May 8, 2015 Blog
Each year since 1999, May has been proclaimed Military Appreciation Month. It’s a great time to say “thank you” to military service members and their families, past and present, and to honor those who have died in the service of their country. The following holidays are observed as part of Military Appreciation Month: May 10
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Protect Yourself Against Identity Theft

March 5, 2015 Blog
Protect Yourself against Identity Theft February 24, 2015   Whether they’re snatching your purse, diving into your dumpster, stealing your mail, or hacking into your computer, they’re out to get you. Who are they? Identity thieves.   Identity thieves can empty your bank account, max out your credit cards, open new accounts in your name,
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New Legislation Extends Popular Tax Provisions

January 5, 2015 Blog
In one of its final actions, the 113th Congress passed the Tax Increase Prevention Act of 2014. This legislation extends for one year a host of popular tax provisions (commonly referred to as “tax extenders”) that had expired at the end of 2013. The President is expected to sign the legislation. All of the following
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Year-End Charitable Giving

December 16, 2014 Blog
With the holiday season upon us, and the end of one year and the start of another approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. Charitable giving can be enhanced using income tax deductions, and so
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Medicare Open Enrollment Period Begins October 15

October 21, 2014 Blog
Part D late enrollment penalty Generally, if you did not sign up for Part D coverage during your initial enrollment period, and you didn’t have other creditable drug coverage (at least comparable to Medicare’s standard prescription drug coverage) for at least 63 days in a row after your initial enrollment period, you may have to
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