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Health Care in America: Overhaul or Tweak?

August 22, 2019

As we head into the election year, health care continues to be one of the driving political issues. The wide array of 2020 Democratic presidential candidates have so far proposed several new health care plan variations.

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Common Investing Mistakes

August 22, 2019

In our personal lives, we have a conscience that keeps us from doing not-so-nice things. Sometimes we even get a creepy-crawly feeling when we think someone may be up to no good.

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Examining the work/life balancing act

August 5, 2019

Researchers have estimated how much of our lifetime is spent on various activities. For example, based on a lifespan of 80 years, the average person will spend:1 26 years sleeping 7 years trying to get to sleep 13 years at work 8 years watching TV 4.5 years eating 3 years on social media 3 years…

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Upcoming Changes for Medicare Supplement Insurance Plans

July 29, 2019

A Medicare supplement insurance plan, also known as a Medigap or Med Supp plan, is purchased in combination with original Medicare to help pay out-of-pocket costs not covered by original Medicare. As of Dec. 31, 2018, nearly 13.6 million people were covered by Med Supp plans, representing nearly a 4% increase from the previous year.…

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The Millennial Effect

July 29, 2019

Recessions have consequences, and the Great Recession of 2008 may have produced one of the most influential consequences of all: the millennial mindset. Because of their early experiences in the “real world,” this generation is poised to have long-term significance — comparable to baby boomers — in work, play and politics. If you think boomers…

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The Growing Popularity of Annuities

July 29, 2019

Annuities are nothing new; in fact, they’ve been around since Roman times, and maybe even before that.1 But they’re seeing a modern-day surge in popularity, fueled by pre-retirees and retirees concerned about stock market volatility and outliving their retirement income.   The fixed annuity market experienced significant growth between 2017 and 2018, with a 25…

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Who is Caring for Our Elderly?

July 15, 2019

The “elderly” portion of retirement is the phase that is past travel, golf, shopping, piggyback rides and puzzles on the floor with the grandkids. It can often consist of isolation, loneliness and boredom — possibly compounded by the inability to drive, take a walk or even hear loved ones talk on the phone. Many continue…

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2019 Midyear Outlook

July 15, 2019

Kiplinger recently noted that the U.S. stock market appeared more resilient than ever, having bounced back from a devastating end of 2018. Employment remains relatively steady, inflation flat and the Fed has indicated reticence to increasing interest rates through the end of the year. In fact, the only headwinds for the rest of the year…

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Quick Income Ideas

July 15, 2019

The Federal Reserve recently reported that four out of 10 American adults surveyed said they would struggle to pay for an unexpected expense of $400 or more.1 This revelation goes against the common financial advice urging adults to have three to six months of expenses saved in an accessible account for emergencies.2   Nearly everyone…

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Set Goals as You Save & Invest

October 22, 2018

Turn your intent into a commitment.   Goals give you focus. To find and establish your investing and saving goals, first ask yourself what you want to accomplish. Do you want to build an emergency fund? Build college savings for your child? Have a large retirement fund by age 60? Once you have a defined…

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