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Money Conversation with Your Kids

By Paula Miles | January 15, 2020

Planning for retirement sometimes is filled with numerous preparations.  One step at a time you put your life and your finances in order so that the remainder of your years are spent enjoying the lifestyle and security you have worked so hard to achieve. Preparing for retirement includes steps to prepare your children for the…

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How to Recognize and Prevent Elder Financial Abuse

By Paula Miles | January 15, 2020

Financial abuse can be a complicated subject, but at its most basic level it involves taking advantage of an older adult through manipulation or intimidation to steal their money or property. What are the risk factors for financial abuse? Elderly adults are some of the most vulnerable to financial abuse. Some of the biggest risk…

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SECURE Act & Your Retirement

By Paula Miles | January 1, 2020

If you were busy with the holiday hustle-and-bustle, you may have missed some of the details of the SECURE Act.  Your retirement planning process will likely need to be reviewed because of the SECURE, or Setting Every Community Up for Retirement Enhancement, Act. This act changes age restrictions on when you can contribute to a…

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Retirement Resolutions for a New Year

By Paula Miles | January 1, 2020

Some Americans are making their financial health a priority in the new year with resolutions to increase savings, reduce debt, and cut unnecessary spending. According to a survey conducted by Fidelity Investments, the top motivation for considering finance related resolutions is to work toward living a debt free life, to get control of everyday expenses,…

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Plan To Have Medicare Coverage For Your Winter Travel

By Paula Miles | December 20, 2019

As a senior you should plan to protect your health no matter where you might venture. If you currently have Medicare or a Medicare Advantage plan, you shouldn’t have any problems getting the care you need anywhere in the US. It’s when you decide to travel outside the US that you’ll likely encounter issues with…

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Qualified Charitable Contributions for 2019

By Paula Miles | December 4, 2019

We are nearing the end of 2019 and the opportunity to give for this year.  If a person has reached the age of 70.5 they can make cash donations to charities that are approved by the IRS that are outside of the scope of their IRA. These qualified charitable distributions will allow a person to…

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2020 Important Retirement Numbers

By Paula Miles | December 4, 2019

Every new year brings a fresh beginning, this can be just as true now as it ever was. In 2020, expect increases in savings pretax limits for workers looking toward retirement. If you’ve already reached retirement age, you’ll see a moderate increase in your Social Security benefits payments. However, there will also be increased premiums…

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Should You Use Credit Or Debit Cards For Holiday Shopping?

By Paula Miles | November 25, 2019

Holiday shopping is underway for many with “Black Friday” and “Cyber Monday” already behind us.  One small question you might ask yourself is whether you should pay for your items with a credit or debit card.  There’s a lot of debate about whether you’re better off using a credit or debit card because both have…

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Do Presidential Elections Actually Impact The Stock Market?

By Paula Miles | November 10, 2019

More often than not, whenever a presidential election year is underway, you will hear a lot of news anchors and financial analysts will talk about the economy and the stock market. There will often be self-proclaimed experts who have their theories about how a presidential candidate will affect the market during election year, how investors…

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2020 Contribution Limits for Employer Sponsored Plans

By Paula Miles | November 10, 2019

The 2020 contribution and benefit limits have been released by the IRS.  The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased. The following limits are applicable to 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan: The contribution limit…

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