October is Estate Planning Awareness Month

October 1, 2021

Plan for tomorrow, today. That seems like sensible advice, doesn’t it? Yet a surprising number of people leave no estate plan in place for their survivors. It makes a certain…

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Tax Planning for the Biden Administration

September 22, 2021

Potential Strategies to Combat Increased Taxes Many individuals are stuck in a holding pattern as they wait to see what impact the Biden Administration will have on tax regulations. The…

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The Sequence of Returns

September 7, 2021

What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate of return. But what kind of impact do these deviations from the average…

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Tax Efficiency in Retirement

August 31, 2021

Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans?…

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Exploring the Federal Student Grant Program

August 24, 2021

You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know has plans to attend a college, career school, or university.…

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9 Facts About Social Security

August 16, 2021

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know?…

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