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10 Years Before Retirement: Steps to Consider, Part 2

If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life event. How will you manage the transition? Will you travel, take up a new [...]

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10 Years Away from Retirement: What You Need to Know

Thomas Jefferson once said, “Give me six hours to chop down a tree, and I will spend the first four sharpening the ax.” If you are about ten years away from retirement, this provides you with the [...]

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Give to the Next Generation Without Tax Implications

Supporting our families is an important value, but sometimes, doing so fiscally can have tax implications. The IRS imposes an annual exclusion limit for making gifts to individuals. Going above [...]

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Health Savings Accounts – A Great Tax-Savings Opportunity!

As we enter annual benefits enrollment season, now is a great time to be reminded of the triple-tax benefits of Health Savings Accounts (HSA). To qualify for an HSA, you must be enrolled in a [...]

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After receiving a serious health diagnosis: How you can reduce financial stress

The phone call confirms it. An unexpected health diagnosis; a change in treatment needs or status; a progression. Information requiring serious conversations. As we all age and our bodies begin [...]

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Financial Planning: How to Build Generational Wealth That Lasts

There is nothing easy about building significant net worth from the ground up; it can take decades of hard work, sacrifice, and discipline. But there may be one thing that can seem harder: [...]

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Is your Financial Advisor a Registered Investment Advisor? (and Why You Need to Know)

Is your Financial Advisor a Registered Investment Advisor? (and Why You Need to Know) If you’re working with a financial advisor or thinking about doing so, you may have stumbled across the term [...]

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Estate Planning: Should I Set Up a Trust?

When you hear the word ‘trust’ – parents providing income for their children via a trust might come to mind. Trusts can have far-reaching benefits beyond that arena, for families and individuals [...]

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Answering the Question: How to Protect My Savings in an Uncertain World

Whether economics, global news, or market changes: it seems like there’s always something to be concerned about. How can I protect my savings and my future? As a wealth management firm in [...]

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Keep More Dollars in Your Pocket: Tax Planning

It’s that time of year – thinking about income taxes and capital gains taxes and deductions – tax planning. With a savvy financial planning tax strategy, you may be able to reduce your income tax [...]

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