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Traditional IRA, Roth IRA, tax/taxes/taxable

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Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

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planning through the decades

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The Progression of Financial Planning Through Every Decade of Your Life

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

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buying a car

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How to Buy a Car Without Losing Your Mind (or Your Wallet)

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

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Your Young Adult’s Intro to Financial Planning – 5 Cool Takeaways

Published by Scott Danek There are a number of things that are really cool about watching your kids or grandkids grow and mature. Near the top of the list is graduating college, get their first ‘real job’, and starting to make progress building their financial future.  This recently happened to us with our oldest, and there were a number of important takeaways, including these Top 5:

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estate planning, financial planning,

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Why You Need a Will (and You Need One Today)

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

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long term care planning

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5 Reasons to Think About Long-Term Care Planning Today

I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping protect himself and his family.

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March of Dimes Logo

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Making a Difference One Family at a Time

Published by Katherine Squires Who doesn’t enjoy holding and snuggling a baby?!?  They have that “smell”.  That truly clean, angelic smell.  And the softest skin EVER!  We are fascinated with new life that is pure and innocent with countless experiences in front of their brand new life.  However, one in ten babies are born premature in the state of Michigan1.  There is one non-profit that is working diligently to change that number and making a difference in people’s lives.  The March of Dimes.

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The Importance of Creating Your ‘my Social Security Account’ Today

Published by Kate Moss No matter how old you are today, you should create your ‘my Social Security Account’, which is the online service provided by Social Security Administration (SSA). ‘What? Why would I want to do that?’ you ask. We understand that you may only be 25 years old and think that you might not even have a Social Security benefit when you retire. Or you’re 42 years old and retirement is still 25+ years away. As it only takes a few minutes, you shouldn’t procrastinate since it will save you potential frustrations years from now.

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retirement planning, financial advising, Carson Wealth, Omaha, Nebraska

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Retirement Planning: What Are You Waiting For?

Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Life is filled with unpredictable events. Children, healthcare expenses and student debt exact a large toll on many Americans.

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retirement security

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Future Funding of Social Security Is A Pivotal Piece To Retirement Security

You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits.

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