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    1. What to do when your employees can’t save for retirement
      At CSAA Insurance Group, we’ve had a 401(k) plan that matches up to 6% of an employees’ pre-tax income for many years. It’s a terrific benefit, but we were concerned that many of our people were not taking advantage of this benefit to save for their retirement. When we spoke with enough of them, a common theme emerged:
    2. Why Bundling Insurance Doesn't Always Make Sense
      When buying insurance, consumers will notice that most companies offer a discount for bundled coverage.
    3. W
      On average, U.S. women live about five years longer than U.S. men,1 while being about two years younger than their spouse when marrying.2 These
    4. Can’t Afford Your New Student Loan Bill? Here’s What to Do
      Some federal student loan borrowers could soon see their monthly payments jump by hundreds of dollars after years of paying little — or nothing at all.
    5. How Parents & Grandparents Can Help Fund A Child IRA
      Congratulations! Your child has a job! Now what? How about a Child IRA? Your child won’t be thinking of this, but you should.
    6. Want To Leave Your Kids An Inheritance? They May Only Have 10 Years To Take It.
      The Secure Act, which was signed into law in December 2019, brings about several major changes to the retirement system. One such shift marks the end of so-called “stretch IRAs” for non-spouse beneficiaries who inherit a retirement account after 2019. Although there are a couple of exceptions, starting in 2020, most ad
    7. Why Every Business Should Be Built To Sell (Even If You Never Plan To Sell)
      Preparing your business to be sellable isn’t about planning an exit. It’s about building a stronger, more valuable company that gives you options.
    8. 3 Reasons Your Credit Card Is Your Best Summer Travel Companion
      There are a lot of good reasons to use a credit card to book your summer travel.
    9. 91% of HSA Participants Make This Glaring Mistake
      It's unfortunate that not everyone has access to a health savings account, or HSA, because these savings plans really offer a host of benefits. For
    10. Here's What Happens When You Convert a Traditional IRA to a Roth IRA
      It's important to save for retirement no matter what plan you opt to do so in. If you don't have access to a 401(k) plan through your employer, then you may opt to save for retirement in an IRA instead.