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Gen X and Millennial Investors: Key Differences

You’ve probably heard the terms Gen X and Millennial, but may not be exactly sure what ages they refer to.

To Save or Invest, That is the Question

When it comes to protecting your financial stability for retirement, you are bound to face a fork in the road when deciding how to secure your future funds.

Six Common IRA Mistakes to Avoid

Knowing the common IRA mistakes to avoid could save you thousands of dollars over your lifetime. We’ll cover 6 of the most common mistakes in this article.

4 Common Money Mistakes to Avoid

Are you making money mistakes as you pursue your goals? Here are four of the most common money mistakes people make as they ready for retirement.

The SECURE Act and What it Means For You and Your Family

What is the SECURE Act? (Setting Every Community Up for Retirement Enhancement) And what does it mean to you and your family? We help you understand, and also offer free workshops for more information. https://connectionsfinancialadvisors.com/upcoming-events/

Social Security and Medicare Changes in 2020

There are some significant changes coming to Social Security and Medicare in 2020. We help you understand how these changes may affect you.

5 Mistakes to Avoid in Beneficiary Designations

Naming a beneficiary can be an easy way to ensure your loved ones will receive their inheritance directly without waiting until the rest of your estate has settled. But beneficiary designations can also be problematic so you should make sure they are correct since mistakes can be costly. Here are five critical mistakes to avoid when dealing with your beneficiary designations.