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Stevenson

  Guarding Your Retirement From Taxes

In order to have the comfortable retirement you’ve hoped for, you need to start planning responsibly –and early – in your career. Over time, you can get closer to your retirement goals with money that is placed in accounts like an IRA or 401(k). Once you reach retirement, however, all the money you’ve worked hard […]

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Stevenson

The Importance of Working with a Fiduciary

If you have been paying attention to the news, you may have heard about the Department of Labor’s long-anticipated fiduciary rule that was passed early this spring. The new regulations that accompany the rule are expected to not only significantly alter how people plan for retirement, but also protect individuals from biased retirement advice. But […]

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Stevenson

Maximizing Social Security Benefits

With so many baby boomers on the verge of retiring, Social Security has become a hot topic, especially when it comes to finding out how to maximize one’s benefit. One of the reasons Social Security is such a trending topic right now is due to the fact that, after years of paying into Social Security, […]

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Stevenson

Strategies to Help Avoid IRA and Legacy Mistakes

When planning your retirement, you work with many moving pieces. A beneficial component to retirement planning is implementing strategies that can help you avoid potential mistakes when dealing with individual retirement accounts, known as IRAs, and your legacy. An IRA is an account set up at a financial institution that allows you to save for […]

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