Planning for retirement income raises many questions, including whether annuities should be part of your future income strategy. While there’s no one-size-fits-all answer, understanding annuities is key to making informed decisions. In this blog, we’ll...
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As the holiday season approaches, charitable organizations ramp up their appeals for year-end contributions. Instead of responding to each request in isolation, consider developing a comprehensive charitable giving strategy to maximize the impact of your...
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The landscape of inherited Individual Retirement Accounts (IRAs) has undergone significant changes in recent years with the introduction of the SECURE Act in 2019 and its subsequent enhancement, SECURE 2.0. Below, we will outline the...
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Managing debt is a crucial skill, especially for young adults who often find themselves juggling student loans, credit card balances, car loans, and other large expenses. Whether you find yourself with rising debt or wish...
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Having recently lost my father to complications from COVID-19 and dementia, I am drawn to the subject of diminished capacity, which, as I learned firsthand, can create a multitude of challenges from the practical to...
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Receiving an inheritance can be both a blessing and a challenge — it may provide financial opportunities, but it also requires careful consideration and planning, often prompting the question “What should I consider after receiving...
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Selecting the right financial advisor is an important decision. Knowing what qualities to look for and how to evaluate an advisor’s expertise can be challenging. What criteria should you use? What is the yardstick by...
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The notion of school summer vacations often evokes thoughts of leisurely days at the beach or enjoying time with friends. However, for numerous high school and college students, the reality is that these summer months...
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Do you own a Single-Member LLC? If so, you need understand your obligations under the Corporate Transparency Act. The Corporate Transparency Act (CTA), which was passed in 2021, is a new federal law that aims...
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With the advent of spring our attention shifts towards growth and development. Some big items on many people’s to-do lists range from spring cleaning at home to readying their garden in preparation for summer. It...
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