Category: Uncategorized

Military Families: Don’t Miss Out on Recent Changes to Your Financial Benefits

This year is a particularly good time for military families to review their personal finances. Why now? People who joined the military between 2006 and 2017 had to make a big decision last year: whether to stay with the traditional retirement plan or switch to the new blended retirement system. And now that you’ve made your choice, it’s up to you to make the most of your options.

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Dust Off Your 2018 New Year’s Resolutions

There are 33 days left in 2018! That’s plenty of time to take action on some of those 2018 financial New Year’s resolutions that have been collecting dust since January. Read on for a few concrete steps you can take over the next month to fulfill your 2018 resolutions and get on track for 2019.

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Boomer, Gen-Xer or Millennial – Saving for Retirement is Up to You

When it comes to saving and investing for retirement many of us have our head in the sand. With financial demands in the here and now competing for our hard earned dollars we feel as if there is nothing to spare to save for a future that seems, and sometimes is, decades away. Our list of financial obligations is endless - education for ourselves or our children, a home, a car, medical expenses for ourselves or our parents. And what about the niceties of life? Retirement becomes the last item on our to-do list. Something to be dealt with someday. But someday is going to arrive sooner than we think, and we all need to be planning for our long-term financial security.

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