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Helping You Make
   Informed Decisions

         Financial Planning Blog

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Avoid These Common IRA Mistakes

Avoid Rollover Mishaps – Money moved from an employer’s retirement plan should be transferred directly from the 401k plan to the custodian of your IRA. The check should be made payable to the custodian of your IRA account, not to you.

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Medical Expenses in Retirement

Outliving your money is one of the greatest fears of individuals and couples planning for retirement. This is largely driven by uncertainty around medical expenses. Medical expenses will represent one of your largest expenses after housing and transportation.

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Retirement Mistakes to Avoid

A primary financial goal for most people is to retire comfortably. We look forward to the opportunity to relax, pursue new hobbies, travel and spend time with friends and family. To improve your chances of having a financially worry-free retirement avoid the following pit-falls.

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