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Financial Resolutions for the New Year Thumbnail

Financial Resolutions for the New Year

As we approach the dawn of a new year, it's the perfect time to reflect on our financial journey and set meaningful goals that will pave the way for a more secure and prosperous 2024. When considering resolutions for the new year, here are some impactful financial goals to consider...

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Understanding the New Rules for Inherited IRAs and Inherited Roth IRAs  Thumbnail

Understanding the New Rules for Inherited IRAs and Inherited Roth IRAs

Inheriting an Individual Retirement Arrangement (IRA) account used to be a straightforward process, but changes in tax laws outlined in the SECURE Act of 2019 have brought some important modifications, especially for “non-spousal” beneficiaries. If you've inherited an IRA or a Roth IRA or you're planning for your beneficiaries, it's crucial to understand the new rules.

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Making the Most of Medicare Open Enrollment  Thumbnail

Making the Most of Medicare Open Enrollment

Medicare, the federal health insurance program primarily for Americans 65 and older, is a vital lifeline for millions of seniors. It ensures access to essential healthcare services, but it's important to note that it isn't a one-size-fits-all solution. Every year, during Medicare Open Enrollment, beneficiaries have the opportunity to make changes to their coverage to better suit their evolving healthcare needs.

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