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Retirement Planning

If you've been procrastinating and putting off your retirement planning, now is an excellent time to review your finances and to update your financial plans for your future. It’s especially...

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IRA's/ 401k's

Over the last half century most people have a experienced a job change at least once. What most companies don't tell you is that you are eligible to roll over your old 401k to your new employer or to...

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Medicaid Planning

Medicaid Planning means taking advantage of legal options to help qualify for Medicaid sooner than otherwise possible.

Medicaid is generally only available to patients in nursing homes...

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College Planning

If you are within four years of incurring a college expense, you are in "short term college planning." Applying conventional long term financial planning or retirement style planning to achieve...

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Helpful Content

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.