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mark61504
- Nov 22, 2022
- 2 min
Social Security, How to plan for the unknown?
Nobody wants to enter retirement unsure if they will be able to afford basic goods and services. With meaningful inflation for the first...
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mark61504
- Nov 3, 2022
- 1 min
How can Buy Now, Pay Later Hurt Retirement?
Point of sale installment plans seem to be everywhere. Companies like Affirm, Apple, Afterpay, Zip, and Paypal are just a few of the...
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mark61504
- Sep 22, 2022
- 1 min
SEC hits Schwab robo-adviser with $187 million dollar fine
Sometimes independence isn't all it is cracked up to be. As fees become a greater focal point of consumers, vendors have tried to lower...
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mark61504
- Sep 8, 2022
- 1 min
Stop Saving or Double Down?
When bear markets hit, retirements savers discipline is frequently tested. It can be discouraging to see your account balance go down...
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mark61504
- Aug 25, 2022
- 1 min
HSA limits going up
For the super saver's among us, hopefully you are fully taking advantage of your company retirement plan. 2022 limits of $20,500 and...
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mark61504
- Aug 5, 2022
- 1 min
Wild Wild West.....of 403b's
Despite all of the talk about 401K plan fees over the last decade, their cousins, the 403b, still lack clarity in terms of their...
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mark61504
- Jul 21, 2022
- 1 min
Aren't Stretch IRA's Dead?
Under the SECURE Act, the method of inheriting an IRA and then stretching it out over ones lifetime was greatly diminished. Imagine a...
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