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What Does Hurricane Harvey Mean for the Economy and Markets?

Texas, and Houston in particular, is the core of the U.S. petroleum industry. Several major refineries have been shut down; this has limited gasoline production, and prices have increased in response. The stock market, on the other hand, has moved up over recent days, and it’s now close to an all-time high. Despite the local damage, then, the market’s reaction suggests the effect on the country as a whole has not been severe.

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IRS Benefit Plan Limits for 2016

The Internal Revenue Service has announced contribution limits for retirement plan participants for 2016. As expected, most of the contribution limitations for retirement plans have not changed from the 2015 limits. Some associated tax breaks and other items have...

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7 Common Retirement Plan Mistakes

Authored by Nevin E. Adams, JD The headlines are all about revenue sharing, conflicts of interest, and statutes of limitation—but the things that are likely to get a Retirement Plan and plan sponsor in trouble are a lot more mundane. Here are seven that are more...

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How to Handle a Financial Windfall

What would you do if you won the lottery? Unfortunately, when a large sum of money is thrust into their hands, otherwise smart people can make serious financial mistakes. In fact, as many as 70 percent of Americans who receive a windfall lose it all within a few years, according to the National Endowment for Financial Education.

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What You Need to Know About Health Care Reform

What You Need to Know About Health Care ReformAs you're no doubt aware, big changes are under way in the health care industry. The Patient Protection and Affordable Care Act, commonly known as the Affordable Care Act or Obamacare, is intended to expand access to...

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Tips for Managing Your Finances After a Divorce

Tips for Managing Your Finances After a DivorceIf you've recently been through a divorce, it's normal to be worried about your finances. Although settling into a new financial life takes time, there are steps you can take today to help ensure a secure future. Your...

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Tips and Tricks for Smart Holiday Shopping

Tips and Tricks for Smart Holiday ShoppingAs the end of the year approaches, shopping malls and online stores will soon be bustling with bargain hunters on a mission to check items off their gift lists. Although the thought of crowded parking lots, long lines, and...

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A Financial Checklist You Can Handle

With the beginning of 2014 upon us, you may be setting goals and resolutions for the New Year. Starting fresh is always a great feeling, but the scale of what we set out to accomplish sometimes becomes overwhelming as the year progresses. To help you keep moving...

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Prepping for the Upcoming Tax Season – And Beyond

Prepping for the Upcoming Tax Season—And BeyondIf you typically file your taxes early to receive your refund faster, you'll have to wait a bit longer this tax season. Due to the partial government shutdown last year, the IRS won't begin processing 2013 returns until...

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Key Points in the President’s 2015 Budget Proposal

Key Points in the President's 2015 Budget ProposalIn early March, President Obama announced his $3.9 trillion budget proposal for fiscal year 2015. Although the budget is more of a presidential "wish list," it includes initiatives that, if passed by Congress, could...

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The TV Debate: Should You Cut the Cable Cord?

The TV Debate: Should You Cut the Cable Cord?If you think your cable bill is getting out of hand, you're not alone. The cost of cable has skyrocketed over the last decade, with the average monthly bill climbing to nearly $90 for basic and premium channels, according...

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Talking to Your Aging Parents About Their Finances

Talking to Your Aging Parents About Their FinancesEach day between 2011 and 2030, 10,000 baby boomers will celebrate their 65th birthdays. As the boomers grow older, their middle-aged children may find themselves in a challenging situation: providing financial...

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Rental Car Insurance: Are You Covered?

Rental Car Insurance: Are You Covered?If you're renting a car this summer, reviewing the various insurance options ahead of time can help you keep costs down. Here are some key questions to ask before you arrive at the rental counter, plus tips for getting the most...

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Preparing Your College Student for Financial Responsibility

Preparing Your College Student for Financial ResponsibilityFor many parents, the thought of a child heading off to college is both exciting and scary. Whether your child is going away to school for the first time or returning for another year, he or she may need help...

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Inheriting Debt from a Family Member

Inheriting Debt from a Family MemberWhen a loved one passes away, his or her outstanding debt (and how that debt will be paid) likely won't be the first thing on your mind. Unfortunately, many people find themselves dealing with a deceased family member's creditors as...

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Winter Preparation Checklist

Winter Preparation ChecklistAre you ready for colder weather and the end-of-the-year rush? Consider using some of these tips to help you save money and time as winter approaches. Ready your home and car Heating and cooling account for almost half of home energy costs....

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Year-End Financial Planning

Year-End Financial PlanningWith 2014 drawing to a close, it's a great time to begin organizing your finances for the New Year. To help you start 2015 on the right foot, we've put together a list of financial planning topics that are worth reviewing. Health and...

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The Season of Giving: Strategies to Consider

The Season of Giving: Strategies to ConsiderFor many people, the holidays are a time for giving back—whether that means donating to a favorite charity or helping out a family member financially. Before you make a donation or gift, however, it's important to choose the...

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logo2 This communication strictly intended for individuals residing in the states of CO, CT, FL, MI, OH, PA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor.

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