Benefits Checklist: Questions to Ask Your Employer

Employers offer a wide range of benefits. Some of benefits will require deductions from your current paycheck and some will affect your future paycheck. Ask your employer or the human resources manager to explain the benefits available. Health Coverage Find …

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Financial Planner Alert

Looking for a Financial Advisor? Do your homework first. The key to choosing a planner is knowing what services they provide and what services you need.  You should know exactly what services you are getting, how much they will cost, …

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How to Find a Financial Planner

“Neither my spouse nor I know anything about investing. Who do you go to for advice?” Many people learn about financial planning by reading. They cull through the financial pages in newspapers or online and read financial magazines and books. …

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Retirement Readiness Checklist

Answer these six questions to see if you are ready to retire! Yes  No Have you considered what annual income you will need in retirement? Women should consider replacing 100% of their pre-retirement income instead of the 60-85% of income …

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Retirement Income Checklist

Like many people, you may dream of the day when you can stop working and enjoy a comfortable retirement.  This checklist provides key questions to consider so that you can make wise financial decisions during your working years and throughout …

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Disasters and Emergencies: How to Prepare and How to Respond

Preparing for Emergencies Insurance Check your current homeowner’s or renter’s insurance to see what your policy covers. Most homeowner’s insurance does not cover any damages caused by flooding, but flood insurance is available to defray the cost of potential damages. …

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Retirement Plans for Small Businesses

There are options for small businesses that want to set up a retirement plan for their employees.  Employer and employee contributions to retirement plans are generally tax-deductible. Two plans are specifically designed to make it easier for smaller businesses to …

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Forgot to Plan? Make Aging in Place Your Plan

The Key to Living Longer and Independently When planning for retirement, most people focus on how much money they need to save for when they retire but ignore the later years when we often have to depend on others. For …

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