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Do Not Overlook The Value Of HSA Contributions

It may be wise to maximize your HSA contribution before your 401(k) deferrals. http://www.onwallstreet.com/news/why-clients-should-max-out-hsa-before-a-401-k-retirement-scan Navigating all of your savings and investment options can be difficult. Here at Mendel Money Management,…

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Basic Retirement Income Formula

Below is an excellent article regarding the relationship between how your asset allocation (i.e. how much of your retirement portfolio is invested in stocks and how much is invested in…

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Market Volatility

Market volatility has picked up of late.  For most of us, the emotions of this volatility are difficult to handle.  This is why it is important to consider your goals…

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Social Security Rules Are Changing

When to claim social security can have a significant impact on your retirement.  There is no one strategy that is best for everyone.  We recommend that you incorporate your decision…

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