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Blog

November 1, 2017

No Plan to Pay for Health Care in Retirement?

What’s the biggest expense you will face in retirement? Housing costs? Discretionary expenses like dining out, shopping and travel? Depending on your income level, taxes could certainly be a major…

November 1, 2017

Tips for A Smooth Transition for Your Family Business

It’s a challenge that nearly every family business faces at some point. You have poured time, energy, and money into building your business. Now it’s time to think about the…

November 1, 2017

Don’t Misunderstand These Social Security Facts

At first glance, Social Security may seem like a fairly simple tool. You retire, file for Social Security and start receiving benefits. Seems easy enough, right? The truth is that…

November 1, 2017

3 Things to Remember When You’re Getting Ready to Retire

Are you quickly approaching the end of your career? If so, this is likely a very exciting time. While you may miss some aspects of your work life, you also…

October 30, 2017

Should You Create a Living Trust?

A will is one of the most useful and important estate planning tools you can create. However, a will can’t accomplish everything. While it does provide instructions on asset distribution…

October 20, 2017

3 Steps to Help You Save for Any Goal

Should you live for today or save for the future? That’s the question many face as they develop their financial plans. The conservative and prudent advice is to live on…

October 16, 2017

Manage RMD Taxes With These 3 Tips

Have you used a traditional IRA to save for retirement? If so, you’re not alone. Traditional IRAs are among the most popular retirement savings vehicles. Much of their popularity is…

October 9, 2017

3 Estate Planning Challenges to Tackle Before You Retire

Are you approaching retirement? If so, you’re probably finalizing your plans and making sure you’re on solid financial ground. Retirement can be a major financial challenge, so it’s important to…

September 26, 2017

5 Roadblocks on the Path to Retirement Success

Golf. Travel. Favorite hobbies. Time with the grandchildren. These are the things most people think of when they dream about retirement. Of course, retirement is the time to do what…

September 19, 2017

3 Life Insurance Myths That Could Leave Your Family Unprotected

According to a recent Bankrate Money Pulse survey, nearly 40 percent of all American adults don’t have life insurance. Among those who do have policies, almost half may have insufficient…