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There’s more to the job of executor than you think

“As long as the executor knows where the list is, they don’t have to go searching for anything,” said Elijah Kovar.  Read the rest of the article and Elijah’s interview with CNBC here or with Yahoo Finance here.

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Making retirement lemonade from health insurance lemons

A push to shift more health-care costs onto consumers has fueled growth of high-deductible plans paired with Health Savings Accounts. A 55-year-old couple today can build a tax-free retirement stash worth more than $175,000 at age 70 by maxing out on HSA contributions and earning a 5 percent annualized rate of return. Skip Johnson was […]

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Don’t Let Your Adult Children Ruin Your Retirement: Skip Johnson | FOX9

Don’t Let Your Adult Children Ruin Your Retirement A recent Merrill Lynch retirement study found that parents who are in retirement give their adult children $6,800 a year on average so they can live more comfortably. While it may feel as though this is part of your duty as parent, prioritizing your adult child’s need […]

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Social Security Anniversary: Skip Johnson | FOX9

Social Security Anniversary: This month marks 82 years since Social Security was first introduced to Americans by President Franklin D. Roosevelt. While the program has played a crucial role in providing a financial safety net for many Americans, it’s also causes one of the biggest headaches for retirees. Prevailing myths and misinformation surrounding Social Security […]

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August Marks the 82nd Anniversary of Social Security: Elijah Kovar | WCCO

Social Security is a vital part of many people’s retirement plan, and, while the government program has been chugging along since 1935, more and more older Americans are worried about its future, when to start taking the benefit, and how they can maximize the money coming their way. To help, local financial advisor Elijah Kovar […]

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Healthy aging & your retirement success: Elijah Kovar | WCCO

A recent study conducted by the Transamerica Center for Retirement studies found that 82% of workers and retirees globally say their health in old age is a concern. But there is a major disconnect between their concerns about future health and current behaviors. The survey also found that surprisingly few are taking adequate steps to […]

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Planning the Ultimate Vacation: Skip Johnson | FOX9

Summer is in full gear and for many, that means traveling the country and taking some much-needed time off. But if you’re like many Americans, there’s a good chance you’ve spent more time planning this summer’s getaway than you have planning your ultimate vacation – retirement. Retirement planning requires just as much, if not more […]

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Healthy aging & your retirement success: Elijah Kovar | WCCO

Healthy aging & your retirement success – A recent study conducted by the Transamerica Center for Retirement studies found that 82% of workers and retirees globally say their health in old age is a concern. But there is a major disconnect between their concerns about future health and current behaviors. The survey also found that surprisingly […]

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How technology can make or break your budget: Justin Halverson | WCCO

How technology can make or break your budget – Smart phones have made our lives easier, providing us with a device that not only allows us to easily communicate with our friends and family but also access to the internet and an endless amount of apps. Now, with the addition of technologies like Apple Pay, […]

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5 Tips to Achieve Financial Independence: Justin Halverson | KARE11

This week you may have celebrated our country’s independence by firing up the BBQ and setting off some fireworks. But according to one local financial advisor, the 4th of a July also serves as a great reminder for financial independence. According to a recent study by Merrill Lynch, 60% of middle-aged and older Americans believe one […]

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