In October 2022, the Social Security Administration announced an 8.7% cost of living adjustment for recipients, representing the largest increase since 1981. This increase is due to rising inflation on necessities across the country, like housing,...
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Financial planning is a fluid process, and as the year comes to a close, it’s an ideal time to set goals to make 2025 the start of a prosperous future. To that end, strategic financial planning...
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Financial planning is a broad term that encompasses everything from annual taxes to investments. However, a comprehensive financial planning process entails different types of strategic plans that align with the varying milestones in your lifetime. For...
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Asset allocation planning is essential at any age, but its importance grows as you consider how asset protection planning and strategic asset allocation will impact your retirement years. Regardless of whether you keep careful track of...
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Retirement planning is inherently more complicated than just setting up and contributing to a savings account. A far-reaching plan entails retirement distribution strategies, tax efficient withdrawal strategies, and additional steps that ensure peace of mind for...
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Reviewing your estate planning options can be one of the most important steps to ensure peace of mind for you and your family. Though it may be an initially uncomfortable topic to discuss, estate planning is...
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The importance of retirement planning throughout your career cannot be understated. However, many soon-to-be retirees overlook one essential long-term retirement financial strategy component – annual taxes. Regardless of age or financial situation, once you retire, you...
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If you have a family business, then you hope you pass down the business and its wealth to the next generation in your family. Due to family dynamics, planning the transitioning process from one generation to...
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There is more to estate planning than creating your will before you pass away. It involves setting up the transfer of your hard-earned assets to the people you believe are the most deserving. This is what...
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Your legacy when you die is important to those left behind. Financial goals should include legacy investment planning. Granting your assets to your successors is what legacy investment planning is all about. Your financial advisor will...
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