Posted June 28, 2017
What’s Covered, What’s Not by an HSA (Health Savings Account)
What’s Covered, What’s Not by an HSA (Health Savings Account)

Why It Matters: A health savings account (HSA) can offer great tax benefits, but it can’t be used to pay certain expenses. Knowing what ... More

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Posted Oct. 6, 2017
Three Reasons Your Client Should Work Past 67
Three Reasons Your Client Should Work Past 67

Why It Matters: Clients need your help preparing financially for longer lives. Retirement isn’t a one-size-fits-all age. Your clients’ ... More

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Posted Sept. 29, 2017
First COLA Increase Over 2% in Years? Small Comfort.
First COLA Increase Over 2% in Years? Small Comfort.

Why It Matters: Social Security recipients are expected to receive a 2.1% cost-of-living adjustment (COLA) for 2018, a new study ... More

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Posted July 21, 2017
Medicare Costs in 2017
Medicare Costs in 2017

When the rates that seniors pay for Medicare in 2017 were set last year, the good news was that costs stayed relatively stable for many ... More

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Posted July 14, 2017
FSAs & HSAs: Why Clients Should  Plan Early
FSAs & HSAs: Why Clients Should Plan Early

Why It Matters: When it comes to FSA and HSA, miscalculations can be costly. 53% of Americans are already stressed over finances. Your ... More

322
Posted May 5, 2017
9 Mother’s Day Gifts to Help Mom Relax
9 Mother’s Day Gifts to Help Mom Relax

Americans are more stressed out now than they have been in the past decade, which means we all need time to relax and take care of ... More

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