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Financial Planning » Webinar: How Near-Sighted Investment Decisions Can Impact Your Future
May 23, 2019 | Financial Planning
Planning for retirement can be a daunting task, especially for investors who have taken a more hands-on approach to managing their investments. In this webinar, we discuss the importance of understanding the impact investment decisions made today can have on your future. Our …
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IndividualsLibrary » Foundations, Volume Three
April 10, 2019 | Investment Themes
In our third edition of Foundations we take a closer look at a variety of topics impacting union members.
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Taft-Hartley
Financial Planning » 2019 Contribution Limits: What You Need to Know
February 26, 2019 | Tax Planning
As many people are planning for their 2019 tax strategy, the IRS has released details about how much can be saved in tax-deferred accounts this year. I’m happy to report that contributions to most types of retirement accounts will be increasing – changes over recent years have been fairly modest. …
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IndividualsLibrary » Foundations, Volume Two
October 03, 2018 | Investment Themes
In our second edition of Foundations we take a deep dive into retirement planning tips and tricks, the current bull run, and the effects of the steel and aluminum trade tariffs. Download your copy »
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Taft-HartleyFinancial Planning » Webinar: Financial Planning FAQs
August 02, 2018 | Financial Planning
Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future. We revisited our most frequently asked questions our experts receive on financial planning topics …
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IndividualsFinancial Planning » Recent Social Security Headlines are Old News
June 27, 2018 | Planning for Retirement
An annual report about Social Security and Medicare made headlines in early June by highlighting what many people already know – Social Security and Medicare reform is going to be necessary at some point soon. The big news in this year’s report from the Social Security Board of Trustees is that …
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Individuals
Financial Planning » Spending Patterns in Retirement
April 17, 2018 | Planning for Retirement
As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. When it comes to planning for retirement, few people fully understand if they are financially prepared to move into the next …
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IndividualsFinancial Planning » Medicare FAQs
March 22, 2017 | Planning for Retirement
As people approach age 65 and consider retirement, health care planning becomes a higher priority. It also becomes a common area of confusion. After years of having health care coverage through an employer provided plan, the various parts of Medicare and additional coverage options can be …
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Individuals