1224 East Katella Avenue
Suite 102
Orange, CA 92867

Craig Attanasio, EA, CFP

(714) 639-7822

 

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

 

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Catch-Up Contributions

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Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Putting a Price Tag On Your Health

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Being healthy not only makes you feel good, it may also help you financially.