News & Insights

The Importance of Pre-Death Estate Planning

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By: Jen Danko  Planning for the future is a responsibility we all share. One crucial piece of crafting a solid life plan that often gets overlooked is estate planning.   […]

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Plan Sponsor Alert: Despite Growth, HSAs Largely Untapped for Retirement Savings

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Healthcare is a major cost in retirement, yet many people don’t plan effectively for it. Fidelity’s annual Retiree Health Care Cost Estimate showed that in 2022, an average retired couple […]

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4 Tax Challenges You May Encounter if You’re Retiring Soon

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Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of four […]

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New Grant Program Available for Underfunded Local Government Pension Plans in Michigan

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A new grant program has been created to help underfunded pension systems of local governments required to report under the Protecting Local Government Retirement and Benefits Act (PA 202 of […]

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Secure 2.0 Act of 2022 Introduces Key Changes for Workplace Retirement Plans

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The Consolidated Appropriations Act, 2023 (Public Law No. 117-328) that was signed into law on December 29, 2022 by President Joe Biden includes the SECURE 2.0 Act of 2022, which […]

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