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Financial Planning Strategies
Why Your Estate Plan Needs to be Flexible
One key factor to keep in mind as you consider plans for transferring wealth to the next generation or passing on the family business is this...
Why Every Person (Not Just the Wealthy) Should Have an Estate Plan
When you think about estate planning, the most common responses are, “That’s for wealthy people” or “No reason to plan because I don’t meet the tax...
How to Get the Most out of Social Security
For many Americans today, the greatest fear they face is not death, but the risk of outliving their assets during retirement. If you happen to fall...
How a Backdoor Roth IRA Can Save You Thousands
Are You Paying More Taxes Than You Need To? Here’s How a Backdoor Roth IRA Can Save You Thousands As a high-income earner, have you ever...