Medicare Open Enrollment Begins October 15

The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage...

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Charitable Giving After Tax Reform

Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you'll be affected by these...

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Investment Strategies of the Wealthy

A recent study performed by the investment research firm, Openfolio, found that the wealthiest 1 percent of American investors had higher returns, or less of a loss, than the rest of investors,...

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The Dent of Debt In Your Retirement

We recently wrote an article about unanticipated factors in your retirement equation.  We discussed the “how much you have when you retire” minus “how much you will need in...

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