Blogs
Opportunity Blooms in Tax Season
TAX PLANNING Whether you get a refund or end up owing, you have options. Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. If you receive a refund So you worked...
Financial Planning for Families with Disabilities
According to the CDC, 61 million people in the U.S., or about 1 in 4 adults, have a disability. Navigating the world of finances can be challenging for any family, but for those caring for individuals with disabilities, it can feel like an uphill battle. Families...
Deciphering Treasury Bonds
Why Treasury bonds could be beneficial in the current climate. Puzzled by the Treasury bond market? You’re not alone. While considerations around buying and selling stocks and mutual funds are relatively easy to understand – buy low, sell high, avoid high-fee funds –...
Assembling Your Wealth Planning Team
Whatever you envision for your wealth, it’s important to have professionals around you who share and support that vision. With all you’ve put into building your wealth, you deserve to get the most for its future. That starts with a team. Working with experienced...
Financial Planning Month – October 2024
Along with Breast Cancer Awareness month, October is Financial Planning month, a time to focus on the importance of personal finance management. Financial Planning month is observed nationwide during October. With the holiday season coming up (aka hefty gifting...
Offer Your Employees a Competitive Benefits Package
The “great resignation” has brought employee benefits to the fore in the last two years, a trend that shows little sign of slowing. A recent Accenture survey says retirement benefits are a must-have to retain and attract talent – 68% of workers with pension/retirement...
Tailor Your Taxes for Retirement
From withdrawals to conversions, taxes in retirement can be a balancing act. After a fruitful career and plenty of practice paying taxes, you may feel prepared for the tax man in retirement. But a review of your post-retirement taxable income may yield some surprising...
The Five Most Popular Methods for Funding Education
With the cost of higher education rising, it’s important to determine how you and your family will fund it. There are several options to consider, each with their own pros and cons. How much time you have to save, your access to liquidity and the types of accounts and...
When is Medicare Part A Enrollment Mandatory?
People approaching age 65 may need some help navigating the intricacies of Medicare. One set of complications surround mandatory enrollment in Medicare Part A. Let us guide you through some of the rules. You wouldn’t think a government benefit would be mandatory....
Should Your Estate Plan Address Addiction?
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision. Planning to pass down your legacy often requires you to address difficult questions and make hard choices. One of the most challenging topics...
Identify the Connection Between Net Worth and Risk Tolerance
Understanding your risk profile is an important component of managing significant wealth. Nobody wants to financially erode the portfolio they’ve built by making risky choices at the wrong time. You spend nearly half of a lifetime working hard to prepare for a secure...
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