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Will You Need Medicaid in Retirement?
If you’re approaching retirement, you may be starting to think about health care costs after you stop working. Health care is a major source of expenses for many retirees. In…
4 Ways You Can Use Your Life Insurance Policy to Help a Charity
Do you have a favorite charity or cause that you’re passionate about? Are you looking for ways to support that charity as part of your legacy? You have a number…
Do You Have a Plan for These Retirement Tax Challenges?
If you’re currently preparing for retirement, you’ve likely considered a host of different possible challenges, including market volatility, inflation and health care costs. However, there’s one issue that may present…
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…
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…
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…
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…
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…
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…
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…
