Retirement Checkups Are Good For Your Financial Health
Like annual physicals, a yearly retirement checkup can help uncover hidden problems, inspire you to set new goals, provide information …
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Investments & Insurance
Avoid Scams: Post-Shopping Scams
Have you finished your holiday shopping yet? Because cybercriminals are just getting started. There are thousands of shopping-themed scams this …
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Make Your Real Estate Dreams Your Actual Reality!
Only you can make your dreams come true! (But it’s always nice to have a little help, right?) That’s where …
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A Bucket Plan to Go with Your Bucket List
John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies …
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The Holidays May Be Far Away, but the Saving Magic Is Better Than Ever
Trust us. You’ll thank yourself in November. New year. New U. A new way to already de-stress the next holiday …
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How Do You Get Into Your Dream Home? Walk Through Our Front Door!
Or just give us a call. Either way, UMe is here for you with loads of rate options, mortgage programs …
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Optimizing Required Minimum Distributions
Seventy-two is an important age milestone for those in or near retirement, as it marks the time when required minimum …
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How to Manage Your 401(k) When You Switch Jobs
In the past, boomers and generation Xers often held on to jobs for 10 or more years. Some professionals stayed …
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We’re Here to Help U Retire the Way U Want To.
Picture this! U… on a Caribbean Island sipping something delicious, with your toes in the sand. Or U… on a …
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