March 29, 2016

Families should know about these new tax-advantaged savings vehicles.


Families with special needs children have a new tax-advantaged savings option. The ABLE account, also called a 529A savings account, is patterned after...

March 10, 2016

What steps might help you sustain and grow your retirement savings?



“What is your greatest retirement fear?” If you ask retirees that question, “outliving my money” may likely be one of the top answers.  Retirees and pre...

March 3, 2016

Examining a long-held retirement planning assumption.


A classic retirement planning rule states that you should retire on 80% of the income you earned in your last year of work. Is this old axiom still true, or does it ne...

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