Blogs

Four Easy Things You Can Do to Plan for Retirement Right Now

Four Easy Things You Can Do to Plan for Retirement Right Now

Retirement planning can seem overwhelming, even if you feel you’ve saved enough to retire. It’s hard to know where to begin because a comprehensive retirement plan involves so many elements, from an investment strategy to tax minimization. When faced with a complex...

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Estate Planning 101

Estate Planning 101

Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades?[1] You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly...

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What is a Roth Conversion and Should You Do It?

What is a Roth Conversion and Should You Do It?

When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce your tax burden today and tomorrow, including...

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Don’t Forget These Important End-of-Year Deadlines

Don’t Forget These Important End-of-Year Deadlines

Do you have a to-do checklist for December? It might include buying gifts, ordering a turkey, and sending out cards. In the midst of the busyness of the holidays, it can be easy to forget about your end-of-year financial checklist. However, December 31st is the...

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Your Health is Priceless – But How Much Will It Cost You?

Your Health is Priceless – But How Much Will It Cost You?

One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $300,000 to cover their healthcare costs, according to a recent study.[1] Although good health is priceless, it could cost you...

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Where Could Your Retirement Income Come From?

Where Could Your Retirement Income Come From?

You’re used to receiving a paycheck, and perhaps you’ve been used to it steadily increasing over the course of your career. You may have experienced what’s known as “lifestyle inflation” and may not plan to downgrade in retirement. Whatever the case, it’s important to...

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4 Retirement Lifestyle Predictions

4 Retirement Lifestyle Predictions

Do you think your retirement will look exactly like your parent’s retirement? The answer is probably “no,” and hopefully, it’s “it will look even better.” Retirement is changing, and it’s important to think about what you want in retirement and how you’ll afford it....

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Financial Lessons from Alexander Hamilton

Financial Lessons from Alexander Hamilton

Alexander Hamilton was the first Secretary of the Treasury: He created the first national bank, consolidated the new country’s war debts, and established federal credit. You could say he was America’s first Chief Financial Officer. He was also a self-taught immigrant...

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Post-COVID Decluttering

Post-COVID Decluttering

If your nest isn’t as full as it once was, or you find you’ve accumulated a few too many things during COVID, consider decluttering. Having less clutter in your living space and better organization can help make a world of difference. If you’ve accumulated more...

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