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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

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.