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March 22, 2023 | Financial Planning
While we would all love to age gracefully and healthily, there’s the reality that our mind and bodies can fail us. Cognitive decline, also referred to as cognitive impairment, is a condition in which an individual is suffering from memory loss or challenges related to language, judgment, and …
February 23, 2023 | Financial Planning
Every year the IRS releases new information on tax brackets, retirement savings limits, deductions or credits, and other key tax rules – all of which is applicable for the next tax year, yet necessary to know now to incorporate the appropriate strategies into your financial plan. On top of IRS …
February 08, 2023 | Financial Planning
Your guide to creating, reviewing, and maintaining your financial plan Whether you’re starting from scratch or re-evaluating your current situation, a financial plan is essential to helping you reach your goals. Our free checklist breaks down the components and factors you should be …
February 03, 2023 | Estate Planning
There are two main reasons why people delay or altogether avoid estate planning: It forces you to confront your own mortality, which most people find uncomfortable as you’re forced to think about death, especially one’s own. It requires you to make difficult decisions that may impact the …
February 01, 2023 | Financial Planning
Key Takeaways Beginning in 2023, changes to FAFSA rules will create opportunities for extended family members to lend a hand with college costs without harming financial aid. Gifts or 529 Plan distributions from non-parent accounts were previously considered income to the student, but with …
January 13, 2023 | Investing
The past three years have been a remarkable period of change for markets, the economy, and investors. If you went back to March 2020 and said to us, ‘This pandemic would change the world,’ we probably would have believed you. Change was coming, that much was obvious. Predicting how the pandemic …
January 06, 2023 | Financial Planning
Everyone enjoys a nice sunset, however, the upcoming ‘sunset’ of the Tax Cuts and Jobs Act (TCJA) provisions at the end of 2025 is not something most taxpayers are looking forward to. And while most people tend to look back when it comes to taxes, we as planners prefer to look out over the long- …
January 05, 2023 | Financial Planning
There is no wrong time to start your financial wellness journey. You can decide to tackle it on a random Tuesday afternoon, the New Year, the start of a new job, or after a major life event. It doesn’t matter when you choose to, all that matters is that you’ve made a step to. Overcoming where …
January 04, 2023 | Financial Planning
Signed into law just over three years ago, the original SECURE Act ushered in significant changes for Americans looking to boost their retirement savings. With the ink still wet, many policymakers were already busy creating their SECURE Act ‘2.0’ wish lists – and fast forward to 2023, just in time …
December 05, 2022 | Estate Planning
An estate plan is a vital component of the financial planning process as it helps account for the handling of your assets, no matter what stage of life you’re in. Trusts are a common tool used in plans to detail out your wishes and legacy making it a powerful document for loved ones handling your …
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