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IRS to raise contribution limits in 2019
- December 19, 2018
- Posted by: Grant Cox
- Category: Blog, News
No CommentsIn November, the IRS announced new contribution limits for individuals with 401(k), 403(b ), and IRA accounts …
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A Real Scary Story: Financial Elder Abuse
- October 30, 2018
- Posted by: Grant Cox
- Category: Blog, Retirement
It’s the Halloween season and people are getting their spook on, likely by visiting haunted houses, trick-or-treating or watching a scary movie with their loved ones. But the sad truth is friends and family are often the scary p art for elders suffering from financial abuse and exploitation …
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403(b) Plans: What Are They and Whom Are They For?
- October 23, 2018
- Posted by: Grant Cox
- Category: Blog, Retirement
If you or someone in your family has taught at a public school, you probably know what a 403(b) plan is. For everyone else, read on for the 411 on the 403(b) …
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Social Security Tips for Your Clients
- July 30, 2015
- Posted by: nextMarketing
- Category: Blog, Practice Management
When helping clients plan for Social Security, advisers need to conduct detailed research on each individual’s personal situation. In this article are a few general tips that all financial professionals should consider communicating to their clients.