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How Are Workers Preparing for Retirement?

In general, workers seem to begin preparing for retirement almost as soon as they get their first job. However, according to the 2021 Retirement Confidence Survey by the Employee Benefit Research Institute (EBRI), retirement preparations do vary a bit by age group. Retirement Preparations Nearly three-quarters (72%) of workers say that they or their spouse […]

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Workers Want to Stay Put in Home Office

In a survey by job listings site Flexjobs, an astonishing 65 percent of pandemic remote workers said they wanted to keep working from home and 58 percent even said they would look for a new job if they would have to return to the office. Only 2 percent said they would prefer to return, while

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Inheritance Planning Can Help Avoid Headaches

Your financial professional can help ensure you leave your estate in the best possible way   Families inherit money and sometimes make the right moves investing and spending. Inheritances can also ignite disruption, divorce and a host of bad behavior far from the hopes and plans of the benefactor. What happens when you leave what’s

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Retirement Confidence Remains Strong, Despite Pandemic

Despite the economic shock of the coronavirus pandemic, American workers and retirees remain largely optimistic about their financial prospects for retirement. In its annual Retirement Confidence Survey conducted in January 2021, the Employee Benefit Research Institute (EBRI) found that 80% of retirees and 72% of workers were either very or somewhat confident in their ability

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Rising Inflation: Where Will It Go from Here?

In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. Over the previous 12 months, the increase was 2.6%, the highest year-over-year inflation rate since August 2018. (By contrast, inflation in 2020 was just 1.4%.) The annual increase in CPI-U — often called headline

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American Families Plan Would Provide Benefits for Some, More Taxes for Others

On April 28, 2021, the White House released a fact sheet for President Biden\’s American Families Plan (AFP), which proposes about $1 trillion in investments and $800 billion in tax cuts. There would also be tax increases for those making more than $400,000 per year. Major provisions proposed in the plan are summarized here, including

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The Backdoor Roth IRA in a Nutshell

If you are wondering what in the world a “backdoor Roth IRA” is, you\’re not alone! In short, if you\’ve been frustrated by the contribution limits associated with Roth IRAs, then read on – this article describes a strategy that designed to help. We all know that the IRS imposes annual contribution limits for both traditional and

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What to Know About Investing After Marriage

Getting married can be one of the most momentous occasions in one\’s life—and, for many, having two people working toward a common financial goal can also be the key to helping secure your financial future. If you and your spouse are on the same page when it comes to investing, you\’re already a step ahead

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Donor-Advised Funds: A Solution to Gifting with Tax Benefits

Gifting, for many investors, is about the philanthropic support they want to give charities. Gifting to help make the world better by benefitting society is one reason many families choose to donate. The charitable giving tax deduction they received in the past was a bonus. The above-the-line deduction for charitable giving is $300 per calendar

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High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning?

High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned adequately for their retirement even though they make a high income. It’s easy to think that everything will work out with their retirement plan,

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