Your Retirement Handbook

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This powerful eGuide contains detailed, easy-to-read, easy-to-reference information designed to help you work toward a smooth and confident retirement transition.

Equifax Data Breach
      On September 7, credit reporting agency Equifax dropped a consumer bombshell. It revealed that cybercriminals had gained access to the personal information of as many as 143 million Americans between May and July – about 44% of the U.S. population. The culprits were able to retrieve names, Social Security numbers, birth dates,
Social Security Income Taxable
    Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable above a certain yearly income level in that year. A second, higher yearly income
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Homeowners insurance
  If you have a homeowners insurance policy, you should be aware of what the insurance does and does not cover. These policies have their limitations as well as their underrecognized perks. Some policies insure actual cash value (ACV). ACV factors depreciation into an item’s worth. If someone makes off with your expensive camera that
Balancing Your Checkbook

Balancing Your Checkbook

    Do you know how much money you have in your checking account? If you keep your checkbook balanced, answering that question becomes easier. Balancing, reconciling, whatever you want to call it – this is a core financial skill, even if you happen to do all your banking online. If you bounce a check,
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Rainy Day Fund

Build Your Rainy Day Fund

    Sometimes, life gets expensive. A little bad luck or a twist of fate can hit us right in the checkbook and challenge us to live within our budget. An emergency fund may help us handle major financial disruptions. For the minor ones, a rainy day fund may suffice. A rainy day fund and
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Save & Invest
  If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the potential advantages of an early start. There is only one problem: you do not earn enough money to invest. You
529 Plan
    When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the tax-advantaged investment vehicles known as 529 college savings plans. Funds from these accounts may now be used to pay for qualified elementary and secondary school expenses under federal law.1 Unfortunately, some state laws
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