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Saturday, April 1, 2017

Often when we listen or into the conversation about retirement, the primary concern has to do with financial preparation. Yes, being financially ready to retire is a big check box on the to-do list of “Retirement Readiness...

 

Wednesday, February 22, 2017

It’s a common misconception by property owners that they can only do cost segregation on a new building or new renovation, but that’s simply not the case. Although of course it is beneficial to have a cost segregation study...

 

Monday, February 13, 2017

In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly contribution limits for the popular retirement savings vehicles. IRAs. The 2017 limits are the same as in 2016: $5,500 for IRA owners who...

 

Tuesday, June 11, 2013

Over the last decade many 529 plans have either incurred a loss or broken even with respect to total deposits. If you have children or plan to start a family, sooner or later the thought of future expenses comes to mind. One of the...

 

Thursday, May 30, 2013

Benefitspro.com recently featured several voluntary benefits to watch in 2013. A huge increase in employers will begin by offering voluntary benefits to their workers. This trend is a sign that employers are gearing up for the “game...

 

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Wednesday, April 24, 2013

In general, Americans are not sufficiently prepared to pay for long-term care. Many of them go through their lives simply hoping that they won’t ever need it. Unfortunately, in the event that you or a loved one does need long-term...

 

Friday, March 15, 2013

When you leave your company of employment, you must decide what to do with your retirement plan assets. Knowing what your distribution options are, will have an effect on your retirement savings. This can make the difference between...

 

Friday, March 15, 2013

If you are thinking about retirement, you might want to consider a retirement idea that was popular more than 4,000 years ago: Annuities.The origins of Annuities can be traced back to Roman times, when citizens could make a one-time...

 

Wednesday, March 13, 2013

If you have to ask the question above, you are probably ready for professional advice. There are many benefits to using the services provided by a financial professional if you are in a pre-retirement situation. A financial...

 

Monday, March 4, 2013

Taxes will play a vital role in the future, and may dramatically impact your retirement. Currently the United States government has more than $100 trillion in unfunded liabilities, and more than $15 trillion in debt (Source: www...

 

Monday, March 4, 2013

401(k) is a type of retirement savings account in the United States, which takes its name from subsection 401(k) of the Internal Revenue Code (Title 26 of the United States Code). A contributor can begin to withdraw funds after...

 

Monday, March 4, 2013

Gemlife Financial Education Series The Past, Present and Future of Social Security Traditional Sources of Economic Security