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20 Results
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Nuances of Medicare – 5 Things to Keep in Mind
Medicare is complex with many different moving parts involved.
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Compare your current loan to a new one you’re considering with our Broadview Wealth Management mortgage refinance calculator. See if you can lower your monthly payments and owe less over the life of your mortgage.
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Whether you’re just starting your career or are planning to retire this year, it’s never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a few essential tips everyone should keep in mind when saving up for their eventual retirement.
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The Hidden Gems of IRAs: 5 Little-Known Facts You May Not Know
Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed.
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Investing in Your 60s and Beyond
Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a substantial shift in your investment strategy. Here are some ideas for investing in your 60s and beyond.
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6 Tips for Reducing Social Security Taxes
Determining how your income impacts Social Security (SS) taxes is important for tax planning.
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Everyone Needs an Estate Plan—Even If You Are Single with No Dependents
Estate planning is also significantly relevant for single individuals without children.
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Stay Calm and File On Time! 7 Need-to-Know Tips for Last-Minute Tax Filing
. If you know you usually wait until the last minute to file your taxes, a to-do list could help you stay motivated and on top of your responsibilities. Need help getting started? Here are six need-to-know tips for last-minute tax filing.
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401(k) Rollover Options to Consider
When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k).
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Check the background of investment professionals associated with this site on FINRA’s Broker Check.
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Check the background of investment professionals associated with this site on FINRA’s Broker Check.
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A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement
Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health insurance? Here, you’ll find a useful countdown of the five biggest steps to developing a solid retirement plan.
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Check the background of investment professionals associated with this site on FINRA’s Broker Check.
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Post-Holiday Financial Recovery: Bouncing Back from Seasonal Spending
The holidays are a season of giving, rejoicing, and celebrating. And sometimes, being joyous means having to spend some money
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Check the background of investment professionals associated with this site on FINRA’s Broker Check.
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The Importance of Financial Wellness
Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important that more than half1 of employers now offer financial wellness programs to their workers.
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Retirement Annuities Explained: What They Are and How They Work
Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.
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Dial in values and tweak your input to visualize different financial scenarios. Results are for illustration only.
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Check the background of investment professionals associated with this site on FINRA’s Broker Check.
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Check the background of investment professionals associated with this site on FINRA’s Broker Check.
