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Explore the concept of cafeteria plans, which are designed to offer employers and employees tax advantages and flexibility. These plans are particularly beneficial for those looking for customizable and cost-effective benefit options. Explore benefits that may be included, eligibility, and how these plans can be tailored to meet specific needs.
This article explores tax efficient strategies and addresses questions such as: How can I legally reduce my taxes? What about investment losses? And are there any tax-free growth options? It’s about aligning personal financial goals within existing tax laws.
Each stage of life has different needs and financial goals. But one thing that is common in all life phases is the need for solid planning in order to be successful. Find out more about the four life stages and portfolio strategies to address common concerns in each stage.
Making healthy choices in the years before retirement can impact the quality of years during retirement. Good choices now may reduce healthcare costs, the need for medications and even long-term care later in life. Here’s a list of key components to consider now.
Have you considered whether your financial house is in order? Now that we are into the new year, it’s a good time to take inventory and spruce it up. Review the following helpful hints to update your financial home!
Employers with company-sponsored retirement plans, like a 401(k) or 403(b) have a tool that can be used to help retain top talent, alleviate employee concerns regarding financial stability in retirement, and help build a positive work environment.
The New Year is a time for resolutions and new beginnings. Every January, local gyms are inundated with people looking to get fit. But by February, those same local gyms are ghost towns. The challenge: Self-improvement requires new habits, not just resolutions, and it extends beyond our health. As we embark on a new year. Let's […]
The new year is a good time to recommit to healthy eating and drinking. Good food choices can maintain health and energy levels, potentially avoiding costly consequences down the road. Financial budgeting and planning principles can also apply to eating and drinking.
The beginning of a new year is the perfect time to revisit financial goals and strategies. Taking a few steps now can save time later and set you up for success in the future. This article shares five planning strategies, from budgeting to investing, that can make a difference.
Instead of being tossed about by constant worry over your finances, keeping track of your finances with money management disciplines can help you focus on the important issues that affect your entire financial picture.