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Bank Funded Retirement Plan

Bank Funded Retirement Plan

Employee Retention

Employee Retention

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

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.