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Wednesday Grab Bag

When I was a kid, there was always a certain allure to the "Grab bag" — the mysterious bag-o-stuff that didn't reveal its contents until after you bought it. As an avid young football card collector, I recall bouts of
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Health Savings Account Benefits Still Underutilized

The use of Health Savings Accounts (HSAs) is growing rapidly, but users are not taking full advantage of all that the accounts have to offer. Those are some of the key findings in the Employee Benefit Research Institute’s
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An Ounce of Prevention: Free Preventive Services From Medicare

Medicare pays the full tab for many healthcare screenings and preventive services, including yearly checkups and flu shots. Yet millions of people eligible for such benefits don’t take advantage of
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Will Retirement Change Your Identity?

A recent Harvard study found that new retirees often face not just a challenge about how to spend their time but an identity crisis as well. A Harvard Business Review article about the study opened with two key questions
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An Empty Nest? Now’s the Time to Ramp up Savings – And to Have Fun

Many couples arrive at the "empty nest" years short on retirement savings. But here’s the good news: this phase of life offers the opportunity to make unprecedented progress on your savings goals, while still enjoying life
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Your 10 Most Important Financial Moves for 2019

Each December, we offer planning suggestions for the year ahead. But this isn’t meant to be a one-size-fits-all list. It’s up to you to take our broad collection of ideas and narrow them down to your personal “Top 10” for
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Easing Your Financial Fears With MoneyGuidePro®

Detailed planning is essential for the successful navigation of your later years, when paid work may cease completely or partially. And it can be tremendously helpful for your peace of mind as you move toward that season
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It’s Your Retirement Account, Not a Piggy Bank

A 401(k) plan account is a tax-advantaged investment vehicle designed for the long haul. Setting money aside paycheck-by-paycheck, year-after-year, a worker steadily builds retirement savings. Sometimes this is accelerated
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SMI on the Radio: A Retirement “Preflight Checklist” (audio and transcript)

Before you "take off" into your retirement years, it's wise to go through a retirement "preflight checklist" — as SMI executive editor Mark Biller explained yesterday on Moody Radio's MoneyWise Live. Mark also answered
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Happy 40th, 401(k)

This year marks the 40th anniversary of the 401(k) retirement savings account. Well, technically, it’s the 40th anniversary of the Revenue Act of 1978, which is what made such accounts possible, with section 401(k) of the
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