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Retirement

Scams

We wanted to bring to your attention the recent increase in social media scams designed to entice you into fraudulent financial activities.  We have probably ...
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Not Just For Men 

It’s crucial for women to plan and take control of their finances just as much as it is for men. When an “if only” happens, ...
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RMD Timing

There have been some recent discussions about what the best way is to take out your RMD, and whether it is better to take it ...
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Retirement

Preparedness Plan

Nearing retirement can be a stressful time as we shift from working to provide an income, to needing our money to work at providing that ...
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Retirement

Federal Retirement

We’ve been having many conversations about the potential impact of the pending legislation, known as H.R.1, which proposes the elimination of the FERS annuity supplement, ...
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