Medicare Update Some hard-working, taxpaying Americans get angry when they hear Social Security called an entitlement program, perhaps because the word “entitlement” has come to have a connotation with welfare…

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What’s New in Indexing? Index mutual funds are investment vehicles comprising stocks from a wide variety of companies and track the performance of a specific index, such as the Dow…

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Common Investing Mistakes 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…

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The Growing Popularity of Annuities 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…

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Retirement Planning Challenges In 1985, only 10 percent of people aged 65 and older were either in the workforce or job hunting. Today, that share has doubled, for a couple…

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Retirement: Savings and Financial Health As many baby boomers near retirement, some new facts are coming into focus. According to the latest Government Accountability Office (GAO) report on retirement security,…

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Retirement Planning Tools Here’s an interesting tidbit from the investment industry: In 2014, Merrill Lynch hired a gerontologist on staff – the first financial gerontologist of all time.1 Why? Because their…

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IRA Refresher In 2019, the IRS increased the limit on annual individual retirement account contributions to $6,000 from $5,500. The catch-up contribution for people ages 50 and up remained the…

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