2024 Year End Financial Considerations
Disclosure This checklist is intended for informational purposes only and does not constitute financial, tax, or legal advice. While efforts […]
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Retiring with $1 Million – Is it Still Enough? (Case Study)
Inflation is a silent killer. Over time, it chips away at the purchasing power of our savings, turning what was
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Why Charitable Tax Benefits Often Skip Pre-Retirees & Retirees
For many retirees, charitable giving is a meaningful way to support causes they care about while potentially reducing their tax
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Election Tax Plans: Preparing for Potential Changes
As we approach the next election, both Kamala Harris and Donald Trump are putting forward their ideas on taxes. However,
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Navigating Common Life Insurance Policies
Life insurance is one of those decisions that we all know is important, but it can feel overwhelming with so
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October Market Update: Navigating Volatility
As we enter October, the market landscape is shifting, presenting both challenges and opportunities for investors. In today’s complex financial
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Should You Rollover Your Dormant 401(k) to an IRA?
If you’ve recently changed jobs or retired, you might have a dormant 401(k) sitting with a previous employer. Deciding whether
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Will I Receive a Step-Up in Basis for Inherited Property?
Inheriting property can bring a range of emotions—from gratitude to uncertainty—especially when considering the tax implications. One of the key
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Medicare Open Enrollment: Should You Adjust Your Coverage?
Medicare open enrollment is around the corner, and it’s the perfect time to review your current healthcare plan and assess
Medicare Open Enrollment: Should You Adjust Your Coverage? Read More »