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Five Retirement Lessons from Today's Retirees

Submitted by Madison Planning Group on August 29th, 2019

Five Retirement Lessons from Today's Retirees

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Survey Details Back-to-School Spending for 2019

Submitted by Madison Planning Group on August 29th, 2019


The National Retail Federation (NRF) and Proper Insights & Analytics recently released a survey detailing back-to-school spending for the 2019 school year. The survey looks at how American families plan to shop for clothing, supplies, and other items for the school year.

 

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Do Millennials Need Life Insurance?

Submitted by Madison Planning Group on August 15th, 2019

The financial challenges millennials face can be overwhelming. Many young adults have to figure out how to pay off college loans, save to buy a home or start a family, and sock away money for retirement. Given these hurdles, it's no wonder that life insurance as a financial asset gets little to no attention. But it should.

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  • Life Insurance
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Madison Planning BBQ - 2019

Submitted by Madison Planning Group on August 12th, 2019

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Data Breaches: Tips for Protecting Your Identity and Your Money

Submitted by Madison Planning Group on August 8th, 2019

Large-scale data breaches are in the news again, but that's hardly surprising. Breaches have become more frequent — a byproduct of living in an increasingly digital world.

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2018 Tax Filing Data Shows Need to Review Withholding

Submitted by Madison Planning Group on August 8th, 2019

The IRS continues to encourage taxpayers to review the amount of tax they have withheld to avoid an unexpected tax surprise when they file their 2019 tax returns next year.

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  • Tax Planning
  • Taxes
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What's New in the College World?

Submitted by Madison Planning Group on July 17th, 2019

What's New in the College World?

If you're the parent or grandparent of a current or prospective college student, you might be interested to learn what's new in the world of higher education.

Higher college costs

For the 2018-2019 school year, average costs for tuition, fees, room, and board were:

$21,370 at public colleges (in-state)

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  • College Planning
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What are the warning signs of financial scams targeting older individuals?

Submitted by Madison Planning Group on July 17th, 2019

What are the warning signs of financial scams targeting older individuals?

If you or someone you know has been targeted by a scam artist who is trying to steal money or personal information, you're not alone.

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The Virtue of Slowing Down

Submitted by Madison Planning Group on July 8th, 2019

The Virtue of Slowing Down

Time is an interesting dimension. It is a fixed measurement, yet our perception of time varies greatly depending on what we are doing.

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Is It Time to Declare Your Financial Independence?

Submitted by Madison Planning Group on June 19th, 2019

Is It Time to Declare Your Financial Independence?

No matter how much money you have or which life stage you're in, becoming financially independent starts with a dream. Your dream might be to finally pay off the mountain of debt you've accumulated, or to stop relying on someone else for financial support.

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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Madison Advisory Services, Inc. an investment advisor registered with the SEC. LSF is not an affiliated company. Neither Lion Street Financial, LLC nor Madison Advisory Services, Inc. provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Benjamin Schwartz at 800.222.2091.
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