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Social Security
The One Year Mark Since The Bear Market Low Apr 06, 2021

The One Year Mark Since The Bear Market Low

It's been a year since the bear market low from the Coronavirus. In this short video, Todd Sohn, Technical Strategist at Strategas, talks about the year we had and what might be in store in 2021 in this 5 minute video.

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Social Security
ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan Interest Rate Information Apr 01, 2021

ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan Interest Rate Information

ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan Interest Rate Information

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Social Security
February 2021 Chevron Segment Rate Summary Mar 24, 2021

February 2021 Chevron Segment Rate Summary

Will your May lump sum go up or down?

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Social Security
Critical Considerations for the Early Retirement Planner Mar 23, 2021

Critical Considerations for the Early Retirement Planner

Thinking of moving up your target retirement date? Consider these key things in order to make it a reality.

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Social Security
Coordinating Medicare With Your Health Savings Accounts Mar 16, 2021

Coordinating Medicare With Your Health Savings Accounts

Health Savings Accounts can be great investment vehicles, but they don’t always work well for people who are receiving Medicare. Read on for a couple key things to keep in mind.

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Social Security
​Four Tips to Tax-Efficient Investing | Baird Retirement Management Mar 09, 2021

​Four Tips to Tax-Efficient Investing | Baird Retirement Management

Is your portfolio tax-efficient? Here are four ways tax-smart investing can potentially help you keep more of what you earn.

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Social Security
Making the Most of Your Company’s Benefits Mar 02, 2021

Making the Most of Your Company’s Benefits

Whether you are a recent college graduate or changing companies in the course of a long career, every new job comes with a new set of benefits. Let's help you prioritize what you need to know.

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Social Security
A Basic Guide to Required Minimum Distributions (RMDs) Feb 23, 2021

A Basic Guide to Required Minimum Distributions (RMDs)

Required Minimum Distributions (RMDs) seem simplistic in nature but depending on your unique situation there are various nuances to take into consideration.

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Social Security
January 2021 Chevron Segment Rate Summary Feb 18, 2021

January 2021 Chevron Segment Rate Summary

Will your Chevron lump sum go up or down in April from March?

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