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Wealth Management Tips

Wealth Management Tips

Every person faces unique situations when it comes to money, and high net worth individuals are no different. In fact, the more wealth you have, the more complex questions you may have. Whether you hire a wealth manager or decide to do it...

Healthcare in Retirement

Healthcare in Retirement

There is probably no subject more important – and more complicated – to successful retirement planning than the issue of health care costs in retirement.  There is nothing further from the truth in that thought that once we turn 65...

Preparing for Retirement: Housing

Preparing for Retirement: Housing

One of the biggest assets most of us will end up with as we near retirement will probably be our home. What you decide to do with it as you retire is probably one of the more important decisions you will make. Chances are reasonably high...

Preparing for Retirement: 5 Things to Consider

Preparing for Retirement: 5 Things to Consider

The name Ida Mae Fuller is not one often found in the history books. But if there is a history of retirement programs ever written, it should be. Ms. Fuller was the first recipient of Social Security, the retirement program set up by the...

Reducing Your Taxable Estate

Reducing Your Taxable Estate

While most families currently don’t have to worry about facing estate taxes upon death, those who were subject to the tax in 2020 paid an estimated $16 billion in estate taxes. If you’re fortunate enough to have an estate that might be...

Estate Planning: How to Avoid Probate

Estate Planning: How to Avoid Probate

What is Probate? Probate is the court-supervised process of authenticating a last will and testament. It includes locating and determining the value of the person’s assets, paying their final bills and taxes, and distributing the...

5 Key Estate Planning Tips

5 Key Estate Planning Tips

Have you ever thought about who you plan to leave money, assets, or other belongings to after you pass away? Who would you like to make financial or healthcare decisions on your behalf should you become seriously ill or incapacitated?...