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    Continuing to Work After Drawing Social Security? What Retirees Should Know

    By Mallory D.Retirement Planning

    Like many people, you may associate Social Security retirement benefits with a key part of their name: retirement. However, you may continue working while drawing Social Security retirement or survivor’s…

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    April 12, 2022

    Invest in Your Financial Education During Financial Literacy Month

    By Mallory D.Financial Planning

    April brings more than possible rain showers. It also marks Financial Literacy Month in the U.S. Whether you’re interested in a quick refresher or seeking to learn something new, it…

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    April 5, 2022

    Women’s History Month: 4 Female Financial Pioneers

    By Mallory D.Lifestyle

    For decades, women have been making their mark on the business world, overcoming struggles and adversity to be able to get the same recognition as their male counterparts. In the…

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    March 15, 2022

    March Madness and the DJIA – Winners & Losers

    By Mallory D.Lifestyle

    Newspapers, radio, and TV news programs refer to the Dow Jones Industrial Average every day, calling it the Dow, sometimes the Dow Jones or even the DJIA. And economists and…

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    March 15, 2022

    What to Do If (When) Your Taxes Start Going Up

    By Mallory D.Tax Planning

    Not knowing what Congress will do should not stop you from planning One variable that is hard to plan for in retirement is taxes. There are steps you can take,…

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    February 16, 2022

    Retirement Contribution Limit Changes for 2022

    By Mallory D.Retirement Planning

    With inflation on the rise, the IRS increased the 2022 contribution limits for some retirement accounts. Although a 2021 Congressional report found that only about 8.5% of defined benefit plan…

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    February 3, 2022

    How to Balance Your Professional and Personal Life

    By Mallory D.Financial Planning, Lifestyle

    It’s easy to carry the stress of home to work, and work to home. Doing so will most likely inhibit your time to relax with friends, family, and your productivity…

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    January 6, 2022

    Improving Your Financial Health is Not Very Hard

    By Mallory D.Financial Planning

    “Keep it Simple, Stupid” is a great approach to organizing your finances   Some folks think financial planning is very difficult. While certain aspects are hard, such as constructing the…

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    January 6, 2022

    New Year’s Resolutions for Those Nearing Retirement

    By Mallory D.Retirement Planning

    Getting ready for retirement is both exciting and daunting. While you are likely looking forward to the enjoyment and relaxation that retirement may bring, you are also cautious about ensuring…

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    January 6, 2022

    Beware Scams at Tax Time

    By Mallory D.Tax Planning

    Identity theft runs rampant during tax season Here’s what to know and how to protect yourself. Identity thieves often swipe your bank or credit card account numbers, birth date information…

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    January 6, 2022
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