Monthly Archives: February 2019

A Social Security Primer: Answers to Common Questions About Social Security

Millions of Americans rely on Social Security to help finance their retirement or pay benefits if they become disabled. Given the important role that Social Security plays in so many people’s lives, it’s surprising how many misconceptions there are about it. Following is a primer on the basics of Social Security that addresses some of […]

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Start Planning Your RMD Strategies Now

There’s a sneaky little provision in IRAs and 401(k)s that some retirement savers aren’t aware of. This provision is commonly referred to as required minimum distributions, or RMDs for short. As the name suggests, you are required to begin distributing a minimum amount of money from your traditional IRA (not Roth IRA) and 401(k) accounts […]

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Financial Planning Insights: Don’t Neglect Your Financial Health

You’ve probably never equated financial planning with going to the doctor. But in a new study, four out of 10 people say that financial planning is like going to the doctor for a medical checkup. This is one of many interesting results from the survey, which was conducted by Northwestern Mutual and released late last […]

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Cybersecurity Alert: Beware of Hacks to Your 401(k) Plan

Reports of major data breaches at large corporations are becoming commonplace — from the 500 million Marriott International customers whose personal information was stolen by hackers to the 148 million consumers who were victimized in the 2017 Equifax data breach. Now there’s a new data security threat to be aware of: Hacks into your retirement […]

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