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Tax tips provide timely lessons
With 2013 almost in the books, some last-minute tax moves for your retirement money could help you start 2014 off right. New retirees whose income will be significantly lower this year than it has been or who are picking up self-employed…
CONSUMER AFFAIRS: Tax Identity Theft Awareness Week
January 13 through 17 is Tax Identity Theft Awareness Week. The week will include national and regional events designed to raise awareness of the tax identity theft problem and provide guidance for victims dealing with the occurrence. According to Federal…
Maximizing Your Social Security Benefits Requires a Strategy
Like the tale of the tortoise and the hare, it patience pays off in the end. Early eligibility begins at age 62, and like the hare, one can seek instant gratification. However, if you apply at 62, your monthly benefit…
Aging baby boomers create challenges, opportunities for the future in Steele County and beyond
Face it, we’re getting grayer by the day. Even a cursory peek at the demographics show that Steele County, the State of Minnesota and the nation as a whole are getting older. And that fact of the graying of America…
Manage risk in retirement savings by finding ‘glide path’
The primary goal of most people who save for retirement is to accumulate enough wealth to be able to replace most of their working income in retirement. If asked, most also would admit that a secondary goal is to limit…
5 Must-Do Retirement and Tax Planning Tips
As 2013 winds down, I want to offer a few simple reminders and pass along some retirement and tax planning tips that will help you end the year on a high note and propel you into a prosperous 2014. Read…
Focus on Compliance Reduces Risk for Payers in the Medicare and Medicaid Markets, according to White Paper by TMG Health
Compliance is a particular concern for Health Plans and Pharmacy Benefit Managers in the Medicare Advantage and Managed Medicaid markets. With regulations continually changing in response to Health Care Reform, payers can minimize the risk of sanctions and increase plan…
Attorney General’s Office offers consumer protection tips following payment card sata breach at Target stores
After an announcement by Target that approximately 40 million customers using payment cards at its United States stores between November 27 – December 15 were affected by a data breach, Attorney General Tim Fox cautions Montana consumers to watch for…
Help! I Think Someone’s Using My Social Security Number
Imagine going to your mailbox and getting a letter from a collection agency regarding a medical bill that you don’t recognize, and that was incurred in a state where you don’t live. Also troubling: The collection agency has your Social…
America’s hidden retirement crisis is racial
A troubling new study, Race and Retirement Insecurity in the U.S., reveals that America’s retirement crisis is particularly dire for blacks and Latinos. Read more… Notice: The “Read more…” link provided above connects readers to the full content of…