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What's New With Social Security?

Posted by Phil Scott on February 9, 2017

Laws that were enacted as part of the Bipartisan Budget Act of 2015 included several new rules that might affect your Social Security and other tax benefits.

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Topics: Retirement Savings Plans

2017 Retirement Plan Contribution Limits

Posted by Phil Scott on December 20, 2016

The Internal Revenue Service has announced 2017 amounts concerning retirement plan limits and related tax qualified benefits. Please take a moment to review and determine how this might affect your planning in 2017.

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Topics: Retirement Savings Plans

Why Do People Overspend?

Posted by Phil Scott on October 6, 2016

Our tendency to break the bank is as much hard-wired into our psyches as it’s learned from friends and family. Why is this so?

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Topics: Retirement Savings Plans

Procrastination Can Cost You

Posted by Phil Scott on August 18, 2016

Putting off retirement savings is a missed opportunity

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Topics: Retirement Savings Plans

Good Financial Habits Start Early

Posted by Phil Scott on April 20, 2016

Getting into a regular savings groove starts with a single first step. Working at a job in high school may help form lifelong financial habits with a big payoff.

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Topics: Retirement Savings Plans


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