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What to Do If You Saved Too Much in a 529 College Plan
Welcome to week 2, of You Ask, I Tell. This week I want to share an...
Social Security Sends Another Lesson On Why Delaying Is So Important
Before the end of October, Social Security will announce the annual Cost of...
Smart Ways to Use Your Tax Refund
It’s that annual time of year when many of you will be receiving a tax...
Avoid These Two Big Retirement Risks When You Land a New Job
When you land a new job you are going to be totally focused on making a...
Medicare Savings Opportunity
If your parents are enrolled in Medicare I want you to help them check if...
How to Gain Momentum in Saving for Retirement
A recent large poll conducted for CNBC found that less than half of workers...
Financial Fear No More! Three Steps Toward Financial Freedom
Your money challenges are very personal. You may have a large credit card...
How Not To Go Off The Financial Gift Cliff For The Holidays
Whenever you feel fear about spending money that should be a sign that...
Funding Your Long Term Care Insurance
It would be easy to say “yes” to long-term care insurance if you...
