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The 3 Benefits Of A Living Trust


A carefully crafted estate plan helps prepare for the future, ensuring your legacy is passed on after your death. Many clients think that having a will is enough to ensure their assets are passed down to their heirs. However, a living trust provides more than just peace of mind

Working in Retirement? 6 Benefits to Consider


Does the thought of working past retirement age appeal to you? According to a 2016 study from the Pew Research Center, approximately 9 million Americans aged 65+ work part-time or full-time. If you are one of them or are planning to be, then you are certainly in good company.

What Is a Retirement Buyout?


The idea of early retirement is exciting for some and hard to imagine for others. Some companies, however, offer retirement buyouts for longer-tenured employees as they move closer to the standard retirement age. If you’ve been offered an early retirement buyout package,

What a Certified Financial Planner Means to You

Financial Planning|

Most of us hate talking about our money. That’s because it can seem like there is never enough of it, and we don’t want to live under a budget. When you don’t consider your money, you are free to do with it as you wish. However, when you have no plan for your money, you soon realize that you will forever be chasing it.

Unexpected Retirement Costs: How to Best Prepare


Retirement can be an exciting time of life, and for many people, a time of good fortune. On the other hand, retirement may also come with some unexpected costs. Fortunately, with some forethought and planning, you can prepare for many of these unanticipated pitfalls and keep your retirement financially secure and enjoyable.

Tips to Reduce Taxes Heading Into Retirement


Most of us want to retire at some point in our lives. Since you're not working, you have no income coming in from an employer, meaning you have to take the money you have while you're working, save it, and grow it so it can support you into retirement.

The Three Phases of Financial Life

Financial Planning|

We are often able to mitigate the “delayed” part of gratification - almost everything ships within a couple of days, we can have food delivered to the front door - we are no strangers to immediacy. This can make reaching savings goals feel exceptionally difficult.

Social Security Planning


Insurance plays an important role in our financial wellbeing, from protecting our home to providing essential medical care. Yet insurance for the care we require later in life is often overlooked. Long-term care insurance helps bridge this gap. Beyond ensuring you receive the highest standard of support as you age


The 3 Pillars of Successful Retirement Plans

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