The Advisor Blog

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

Cash balance plans are technically defined benefit plans (or pensions) that share key characteristics with defined contribution plans such as 401(k)s and 403(b)s.

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Heart doctor, mother and child at a hospital for checkup, examination or medical advice at a clinic. Black healthcare man in cardiology checking little girl patient in medicare, examine appointment.
Employer Open Enrollment: Make Benefit Choices That Work for You

According to the Kaiser Family Foundation, the average cost of health coverage for a family of four was $25,572 in 2024.

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Holiday Scams to Watch Out for This Season

The holiday season is a time for celebrating with those closest to you, but it’s also prime time for holiday scams.

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Graphic of large computer screen with global map on it and location points; airplane flying in background; woman looking at map; cargo ship carrying containers on it in front of the computer screen; concept of trade and imported goods.
Online Shopping in the Tariff Era

The de minimis exemption is a long-standing trade policy that has allowed U.S. shoppers to buy goods worth $800 or less directly from online sellers based outside of the United States without having them pass through customs or incur duties.

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Gold gift card or gold credit card with a gold bow tied around it on gold and sparkly and glittery background. Concept of holiday gift or holiday purchase.
Holiday Tipping Etiquette: ‘Tis the Season to Show Your Appreciation

As the year comes to a close, you may be looking for ways to thank the people around you who make your life easier.

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