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  • Healthy Aging as You Approach Retirement

    February 12, 2025

    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.

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  • Is Your Financial House in Order For 2025?

    January 22, 2025

    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!

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  • Boosting Employees' Savings and Keeping Talent

    January 18, 2025

    Few employers still offer pension benefits, but many have company-sponsored retirement plans, like a 401(k) or 403(b). Employers concerned about losing top talent might consider generous matching contributions to the company-sponsored plan as a retention tool.

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  • Financial Wellness

    The Power of Financial Wellness

    January 17, 2025

    Transform fleeting resolutions into lasting financial habits with SMART goals, realistic budgets, and accountability for less stress and a secure future.

    • Tips for setting and achieving meaningful financial goals
    • Strategies for creating a realistic budget and tracking spending
    • Guidance on staying motivated and accountable in the long run
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  • Health Is Your Most Valuable Asset

    January 12, 2025

    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.

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  • Planning Strategies to Implement in the New Year

    January 8, 2025

    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.

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