The Advisor Blog

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Four Things Women Need to Know about Social Security

Ever since a legal secretary named Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income.

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Hindsight Is 2020: What Will You Do Differently

According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said it had to do with savings: 27% didn’t start saving for retirement soon enough,

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Education Tax Credits

It’s tax time, and your kitchen table is littered with papers and forms. As if this isn’t bad enough, you recently paid your child’s college semester bill, and you don’t know where you’ll find the money to pay the taxes that you expect to owe.

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What Will You Pay for Medicare in 2020?

Medicare premiums, deductibles, and coinsurance amounts change annually.

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College Cost Data for 2019-2020 School Year

Each year, the College Board releases its annual Trends in College Pricing report that highlights current college costs and trends.

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