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Monday, February 19, 2024

Weighing the pros and cons to determine if it makes sense to refinance As the burden of student loans continues to weigh on the shoulders of many, the prospect of refinancing has become increasingly attractive. For some borrowers, it's...

Monday, February 12, 2024

Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful consideration, open communication, and a shared...

Monday, February 5, 2024

Navigating these demands an adaptable approach to planning your finances As we kick off 2024, the world of retirement planning is undergoing a fairly significant transformation, as tax brackets, retirement contribution limits, estate...

Wednesday, January 24, 2024

Determining how your income impacts Social Security (SS) taxes is important for tax planning. Factors that determine how much pay SS tax you pay, depending on your circumstances, include: If you have income from working in retirement....

Wednesday, January 17, 2024

Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential for effectively sharing wealth...

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Wednesday, January 10, 2024

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital. This article explores...

Wednesday, January 3, 2024

Getting close to retirement is exciting, but it often brings a little worry about your financial future. The closer you get, the more you may be concerned with the rising living costs and if your finances are on track to allow you to live a

Wednesday, December 27, 2023

Employing tax-smart retirement withdrawal strategies may help you maximize your retirement nest egg. Here are seven tax-smart retirement withdrawal strategies to help mitigate your tax burden and help you maintain financial confidence...

Wednesday, December 20, 2023

Financial planning can be very stressful around the holidays. Don't wake up with regret this January. Instead, follow the tips below to be a little nicer to your finances this holiday season. If you have questions, talk to your financial...

Wednesday, December 13, 2023

Year-end tax planning can help investors manage their overall tax liability while seeking to manage investments for suitable tax outcomes. We explore four key tax planning areas for capital gains: what it is, tax law changes, tax efficiency

Wednesday, December 6, 2023

If you are in retirement, its important to plan your taxes. From Social Security benefits, to tax minimizing strategies, we have you covered. Read about it here. If you have questions, reach out to your financial advisor.

Wednesday, November 29, 2023

Financial advisors say that this is the time of year to review your finances and make the necessary changes for the upcoming year. If you have a Trust, we have a checklist for you to make sure that you are fully prepared for 2024.

Wednesday, November 22, 2023

Time for year-end financial planning for retirees. Here are some tips and tricks if you are a retiree to make sure you are ready for 2024. From tax loss harvesting to your asset allocation to updating your plans, we have it all covered.