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Even if you're savvy about financial services, you may think that enlisting the help of a financial planner is something only wealthy or middle-aged people do. But even young people living anywhere from Worcester to rural southern cities can benefit from getting their finances in order early on....
Have you wondered if your employer’s HRA (Health Reimbursement Account or Arrangement) would be a good option for your retirement planning? HRAs offer value to all stakeholders — here’s how.
Losing a loved one is difficult on a variety of levels. While there are few things people can do to ease the emotional turmoil, there are several steps people can take to make the estate management tasks that follow their passing easier on the loved ones they leave behind. Here are five specific...
You know you need to save for your retirement, obviously. But between paying off your student loans and working towards a home of your own, you might not have time to think much about retirement planning. There are strategies out there that will empower you to have a fulfilling life now and a...
You may only have a few semesters at college under your belt, but it’s really not too early to start thinking about retirement planning. Seriously. Even though, at this point, it may take all you have and a case of Red Bull to turn up for class, let us show you why starting now on your plans to...
In an effort to curb rising costs, many health insurance providers are reducing the sizes of their plans’ provider networks. While this helps keep premiums manageable for businesses and their employees, it can make finding a group health insurance plan that’s beneficial for employees...
The beneficiary of an IRA is the person who inherits the IRA if the account holder passes away. They’re the person who “benefits” from the assets in the IRA. If you have an IRA, it’s important to tell your financial planning advisor who you’d like your account’s beneficiary to be.
Wealth management was tough and faced the challenges all investors were confronted with during the Great Recession. The Great Recession lasted from Q4 December 2007 until Q2 June 2009. The country's gross domestic product fell during this period 4.3% with unemployment doubling from 5 percent to...
Most businesses that offer health insurance to their employees receive an updated group plan from their insurance provider each year. Along with modified coverages, the updated plan also includes the plan’s new premium -- which is frequently higher than the previous years. Many businesses accept...
When preparing for an initial meeting with a wealth management advisor, there are a lot of papers to get in order and questions to think about. Your advisor, for instance, will likely want to know what your current savings and debts are, what your annual income is, and whether you have any...