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Time to Simplify, Simplify, Simplify

Chances are you’ve just finished up your tax return for 2014. If you are like every other American taxpayer, you wonder how it could be any more confusing. There are all kind of exceptions...

Sort & Organize Your Personal Files

Spring is a great time of year to not only clean and organize your closets, but also to organize your personal files. You will need a personal inventory to ensure all your financial records are safe..

Last Chance to Fund Your 2014 HSA & IRA

If you haven’t maxed out your contributions to your HSAs and/or IRAs for 2014, there is still time to top them off! We’ll help you make sure you’re taking full advantage of these accounts.

Ask the Expert: Retirement Rollovers

Do I have to roll my retirement fund into an IRA when I retire? If I do move my retirement dollars to an IRA should I have someone manage my account?

Smarter in :90 - Get the Right Investment Mix

Kate has her future in her mind. She knows what kind of life she wants. But she didn't know how to get there.

3 Steps to Make the Most of Your Peak Earning Years

All our lives we work, work, work and hope to retire someday. If you've been putting off planning, there's still time to make the most of your last few earning years.

Smarter in :90 - The Easiest Way to Cash in on Bonus Money

Kate had heard about her employer's 401(k) match program, but 3% just didn't sound like all that much. Watch and see the example that turned her into a believer.

Staying on Course: Investing for the Long Haul

You need to plan, stay on course and focus on your destination, even though the destination is sometimes 20, 30, or even 40 years away. Here's an action plan to get you there.

Your Retirement Game Plan

This podcast discusses the importance of making a game plan for the retirement you desire, then sticking to it to ensure your long-term success.

Common 401(k) Mistakes

This podcast highlights some of the most common mistakes we make with our 401(k)s, and how to avoid them.

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