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The Flyer:

by Propel Financial Advisors

News & Insights

Want to learn more about a specific area of finance, investing or tax? We'd love to hear from you! Contact us via email on Facebook or LinkedIn.

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What's Eating You?: A Breakfast Chat with Propel Financial Advisors - 1/18/20

Join us for a complimentary breakfast buffet and a lively Q&A session. Topics will include: financial planning for 2020, savings vehicles you didn't even know existed, new and ignored tax issues, and estate planning documents that you really do need. For our police and fire trustees, we will also discuss protecting your retirement in light of the new consolidation law. Pomegranate Restaurant - Aurora, IL Saturday, January 18th - 9:30-11:00 a.m.

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The SECURE Act: Its Impact on your Retirement Planning

In late May 2019, the House passed the Secure (Setting Every Community Up for Retirement Enhancement) Act by a bipartisan majority (417-3). The bill currently awaits passage by the Senate. Many analysts expect it to pass substantially as-is, although there is some squabbling over revised rules for 529 plans (college savings plans). The impetus behind the bill is to help rectify the looming retirement crisis – the majority of Americans are not on track with their retirement savings. One goal of the act is to incentivize employers to put retirement plans in place.

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Taking Charge of your Pay Day: The Tax Savings Benefits of Health Savings Accounts (HSAs)

When we first bring up the idea of a Health Savings Account, we’re often met with reluctance. The general assumption seems to be that HSAs have too many stipulations and are too complicated to set up and maintain. That may have been the case several years ago when Health Care Savings Accounts and Flexible Spending Accounts (similar with different rules to HSAs) were first used regularly. Nowadays, HSAs are relatively simple to administer and provide a nice tax advantage for those that qualify.

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The Savings Crisis: Why Are Americans so Ill-Prepared?

Financial Stability does not have a simple definition in terms of the American household. We polled friends, family and clients to see how they would define it. Most of our responses alluded to having enough money to cover your bills and being able to address emergencies. One response was very direct and simply stated, “Uncommon.” My favorite response was, “when your kids move out of the house.”

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