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New Retirement Contribution Limits for 2023

New Retirement Contribution Limits for 2023

A look at the new, record-high retirement contribution limits from the IRS.
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Social Security: The 64,000 Dollar Question

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.
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Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
Jeffrey Jock

Jeffrey Jock, CFP®

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3435

John Kirwan

John Kirwan

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3437

Kevin Witmer

Kevin Witmer

Wealth Advisor, CUSO Financial Services, L.P.

315.728.5353

Shaun Kimball

Shaun Kimball, CLU®, LUTCF®

Wealth Advisor, CUSO Financial Services, L.P.

315.728.3436

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