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Articles From Lumsden McCormick Financial Services

Lumsden McCormick provides resources to assist you as you plan for your business and personal success. Articles published by our accountants, resources available through our affiliation with the BDO Alliance USA and our industry-specific newsletters are listed below.
401(k) Millionaires

401(k) Millionaires

Posted by David Schlein on September 01, 2021

Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently. 

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Mixed Signals on Inflation

Mixed Signals on Inflation

Posted by Jeffrey Budzinski on August 30, 2021

Are you having a tough time keeping track of inflation's mixed signals? You’re not alone.

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Distracted America

Distracted America

Posted by David Schlein on August 24, 2021

Consumer habits are changing as we spend more time at home.

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A 6.1% Bump in Social Security?

A 6.1% Bump in Social Security?

Posted by David Schlein on August 03, 2021

The news keeps getting better for Social Security recipients. It's now projected that benefits will increase 6.1% in 2022.

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2021 Retirement Confidence Survey

2021 Retirement Confidence Survey

Posted by Jeffrey Budzinski on July 27, 2021

A deep dive into workers' expectations in retirement versus actual income sources.

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Retirement in Sight | July 2021

Retirement in Sight | July 2021

Posted by David Schlein on July 13, 2021

Take a look at the July 2021 issue of Retirement in Sight.

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Monthly Economic Update | July 2021

Monthly Economic Update | July 2021

Posted by David Schlein on July 01, 2021

Take a look at the economic update for July 2021.

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A Seven-Year High for Gas Prices

A Seven-Year High for Gas Prices

Posted by David Schlein on June 10, 2021

Things in America are returning to something like a pre-COVID normal.

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Is America Prepared to Retire?

Is America Prepared to Retire?

Posted by Jeffrey Budzinski on May 28, 2021

Are Americans saving enough? Only 19% of U.S. adults describe themselves as “very confident” when asked about their savings.

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Saving Early & Letting Time Work for You

Saving Early & Letting Time Work for You

Posted by David Schlein on May 25, 2021

As a young investor, you have a powerful ally on your side: time. When you start investing in your twenties or thirties for retirement, you can put it to work for you.

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