Saver’s Tax Credit for the 2020 Tax Year

Millions of working Americans are missing out on a valuable tax credit – The IRS’ Retirement Savings Contribution Credit or Saver’s Credit.  The 18th Annual Transamerica Retirement Survey found that an alarming 72 percent of women are unaware of the …

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Monthly Budget Worksheet

Taking the time to understand where your money goes can make a big difference in your financial situation. This monthly budget worksheet can help you get on top of your finances.  If you are a caregiver, it also includes a …

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COVID-19: Top Three Scams

Be aware! The COVID-19 crisis has provided an opportunity for scammers to prey on the public. Know how to protect yourself and loved ones from these top three scams. Download the PDF

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The CARES Act & Your Retirement Plan 

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis. The …

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Think Twice Before Tapping Your 401(k) for Short-Term Needs

By Spencer Williams, Retirement Clearinghouse Published on March 30, 2020 In extraordinary times like these, it is understandable that Americans need emergency cash injections to pay expenses. But before tapping their 401(k)s, workers should at least follow the advice offered …

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