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Posted Fri, Aug 23, 2019
What do you think of when you hear the word retirement? Spending your days on a golf course? Doting on your grandchildren? Traveling to your heart’s content? Slowing down and being in vacation mode for longer than a week?
Posted Sun, Jun 02, 2019
With wealth comes choices. Who will benefit from the assets you have accumulated? What will be your legacy? How much is needed to fulfill the dreams you have for the generations that follow?
Posted Sat, Apr 13, 2019
Charitable giving creates a lasting legacy that honors your life, values, and beliefs. Being in the position to give back to the community through charitable endeavors is highly rewarding, but also requires appropriate planning.
Posted Tue, Jan 22, 2019
Are you feeling a little over-whelmed with the paper piles or credit card bills now coming in from Christmas spending? You are NOT alone! How you organize your finances in January will prove beneficial by the time Christmas rolls around in Decem...
Posted Thu, Dec 27, 2018
Because the Tax Cuts and Jobs Act has set such a high standard deduction, taxpayers may not get additional itemized deductions for charitable donations. However, with a little strategic planning in charitable giving, taxpayers can exceed the sta...
Posted Wed, Dec 05, 2018
It’s not easy to contemplate your own mortality, but a good estate plan can provide for your heirs, protect your assets, and promote family harmony once you’re gone. Estate planning is complex and because it involves facing your own mortality, i...
Posted Fri, Oct 26, 2018
Why are women so challenged to retire comfortably? You can cite a number of factors that can potentially impact a woman’s retirement prospects and retirement experience.
Posted Thu, Oct 25, 2018
Before retirement begins, gather what you need. Put as much documentation as you can in one place, for you and those you love. It could be a password-protected online vault; it could be a file cabinet; it could be a file folder.
Posted Tue, Oct 16, 2018
A retirement plan is built on a set of assumptions that can’t be validated until it’s too late. One key to successful retirement planning is carefully setting assumptions and revising them often.
Posted Thu, Oct 04, 2018
Before you enroll, take note of what the insurance does not cover and the changes ahead.
Posted Thu, Oct 04, 2018
A Health Savings Account may provide you with remarkable tax advantages.
Posted Thu, Sep 20, 2018
How much might health care cost you someday?
Posted Thu, Sep 20, 2018
Tax reform has lowered the threshold.