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Retirement-Planning-Workshops-For-Federal-Employees

Pay Yourself First: A Simple Guide to Building Financial Security

Paying yourself first is a fundamental financial habit that can have a significant impact on your long-term financial security. Essentially, it means setting aside a

Retirement-Planning-Webinars-For-Federal-Employees

Government Shutdowns: What You Need to Know

At issue in Washington is a disagreement between House conservatives and Speaker Kevin McCarthy, who reached a spending deal with President Joe Biden earlier this

Retirement-Planning-Webinars-For-Federal-Employees

The Impact of Government Shutdowns on Social Security and Veterans Benefits

At issue in Washington is a disagreement between House conservatives and Speaker Kevin McCarthy, who reached a spending deal with President Joe Biden earlier this

Retirement-Planning-Webinars-For-Federal-Employees

Student Loan Forgiveness Update: The Latest Insights on IDR Account Adjustment

The U.S. Department of Education has unveiled a much-anticipated update on the Biden administration’s key initiative aimed at jump-starting student loan forgiveness for millions of

Retirement-Planning-Webinars-For-Federal-Employees

Estimated 2024 COLA to be Under 3%

The latest July 2023 CPI-W numbers are in. What is the impact on the 2024 COLA? Estimates are showing that the 2024 COLA may be

Retirement-Planning-Webinars-For-Federal-Employees

Donor-Advised Funds: A Simple Guide

Donor-Advised Funds (DAFs) have gained significant traction in the world of philanthropy, providing a versatile and streamlined approach to charitable giving. Whether you’re a

ROTH CONVERSIONS: 2023 IS A GREAT OPPORTUNITY

Roth Conversions: 2023 is a Great Opportunity After a down market like 2022, Roth conversions have become an important topic of conversation with our clients. There are several reasons for this:

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