Donald Lyons
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Strategies You Need to Know to Maximize Your 401(k)
Named after its section in the Internal Revenue Service code, 401(k)’s and other employer-sponsored retirement plans, such as 403(b)’s and 457’s, have become a mainstay…
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Are You Ready for the Recent Retirement Enhancements from the Secure Act 2.0?
In December 2022, Congress passed the $1.7 trillion Consolidated Appropriations Act to avert a shutdown and fund the federal government for fiscal year 2023. Attached…
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For Retirees, Some Welcome Social Security and Other Benefits Increases to Help Ease Impacts of Inflation
With inflation at multi-decade highs, retirees are feeling the squeeze as they grapple with the effects of rising prices on gasoline, housing, medical expenses, and…
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Generational and Gender Differences in Approach to Estate Planning
Since the start of the pandemic, our lives have changed in a variety of ways, from increases in telemedicine and working from home to virtually…
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