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• Matt Clement

  Check the background of investment professionals associated with this site on FINRA’s Broker Check. 

• Nuances of Medicare – 5 Things to Keep in Mind

  Medicare is complex with many different moving parts involved.

• Ron Bender

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.

• 6 Tips for Reducing Social Security Taxes

  Determining how your income impacts Social Security (SS) taxes is important for tax planning.

• 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.

• Paul Brown II

  Check the background of investment professionals associated with this site on FINRA’s Broker Check. 

• Nicole Mann

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.  

• How a 529 Plan Can Benefit You: Estate Planning and Wealth Transfer

  A 529 plan may offer multiple benefits as part of an estate planning and wealth transfer strategy.

• 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.

• 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

• Calculators

  Dial in values and tweak your input to visualize different financial scenarios. Results are for illustration only.

• 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).

• Harry Hartman

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.

• Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance

  Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief.

• Steven Massey

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.  

• 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.

• 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.

• Aging with Financial Security: Practical Steps for Planning Your Parents' Finances

  There are often red flags you may notice that indicate your parents have reached a point where they need help with their finances

• You Might Not Want to Max Out Your 401(k) Right Away

  Contributing to a 401(k) plan is an excellent method for saving for retirement.

• Social Security Isn’t Enough: How Social Security Fits into a Well-Rounded Retirement Plan

  If you're nearing retirement age, you know the Social Security process and how much you will likely receive.