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Welcome, Stay Awhile.
Helping You Better Understand Your Financial Needs & Investment Strategies
8 Financial Habits to Start Before Tax Season
Tax season can be challenging, especially if one is not financially prepared. While it may seem tedious, preparing beforehand can save time from last-minute hassles [...]
2025 Social Security Benefits and Taxes
People often misunderstand Social Security retirement benefits and taxation since not all benefits are taxable. The amount of benefits one receives and how much Federal [...]
How Pre-Retirees Can Jumpstart Their Savings in 2025
Catching up on retirement savings can feel daunting, especially if you've started late. However, with strategic planning and commitment, it's entirely possible to build a [...]
Policy Changes: What Retirees Need to Know
Retirement planning can sometimes feel like trying to hit a moving target. Policies change, rules shift, and retirees often find themselves needing to adapt their [...]
Slower Rate Cuts, The Market, and Your Finances
Whether you’re checking your account balances, planning your next adventure, or enjoying a well-earned retirement, markets move... and with it, your account values may as [...]
LTC: Why You May Need It
Long-term care (LTC) is a comprehensive array of medical, personal care, and other services coordinated to address the physical, emotional, and social needs of chronically [...]
Advanced Estate Planning for High-Net-Worth Retirees: Solving Real Problems with ILITs, GRATs, and CRTs
Imagine this: Sarah and Robert, a retired couple in their late 60s, have spent decades building a comfortable life. Robert sold a successful business, and [...]
How LLIMMT Can Impact Retirement Savings
Retirement savings, essential for independence in later years, can be influenced by numerous factors. Among them are longevity, liquidity, inflation, mortality (the stock) market, and [...]
First Steps to Starting the Estate Planning Process
Estate planning is a crucial step for retirees to ensure their assets are distributed according to their wishes and to provide clarity for their loved [...]
