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Financial Planning
Webinar: Important Tax, Savings, and Benefit Updates for 2019
February 14, 2019 | Financial Planning
Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. 2018 in particular ushered in significant changes under the Tax Cuts and Jobs Act. In many cases, some of this information can be difficult to locate or understand which can make …
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Individuals2019 Tax & Planning Guides
February 06, 2019 | Tax Planning
Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. In many cases, this information can be difficult to locate or understand. Our popular reference guides break down exactly what you need to know about taxes, Social Security, …
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Individuals
Ready, Set, Go! Financial Resolutions for 2019
January 28, 2019 | Financial Planning
It’s a new year and there’s no better time to think about resolutions to get on track to meet your financial goals for 2019 and beyond. So let’s jump in with these six financial resolutions: Understand your net worth. To help get your financial situation in order, understand your net worth …
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Individuals
Year-End Tax Planning Considerations
November 29, 2018 | Tax Planning
With the holidays upon us, now is the time to start thinking about year-end tax planning strategies. While tax reform may result in a lower overall tax bill for many, there are simple steps that could further reduce tax burdens. Below, we highlight some important strategies that are worth looking …
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IndividualsWebinar: Family Finances: Conversations Your Family Should Have
October 26, 2018 | Financial Planning
Talking to your family about money is arguably one of the more difficult conversations to have, but the reality is, it’s a key part of financial planning. The “sandwich generation” often finds themselves in the middle of these conversations – having to talk to their own …
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Individuals
Why Aretha Franklin’s Lack of An Estate Plan is a P-R-O-B-L-E-M
October 04, 2018 | Estate Planning
Following in the footsteps of other famous musicians including Prince, Michael Jackson, Jimi Hendrix, Kurt Cobain, and Bob Marley, Aretha Franklin passed away without an estate plan. As a result, rather than personally making decisions about the distribution of her estimated $80 million estate, …
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IndividualsIt’s Not Too Late to Compound Your Savings for Retirement
August 07, 2018 | Planning for Retirement
For anyone who reads, watches TV, or browses social media, it should come as no surprise that Americans, on average, are underprepared for retirement. In fact, struggling to find a way to save enough to fund a comfortable retirement is an issue that spans generations. While retirement health …
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IndividualsWebinar: Financial Planning FAQs
August 02, 2018 | Financial Planning
Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future. We revisited our most frequently asked questions our experts receive on financial planning topics …
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Individuals
Recent Social Security Headlines are Old News
June 27, 2018 | Planning for Retirement
An annual report about Social Security and Medicare made headlines in early June by highlighting what many people already know – Social Security and Medicare reform is going to be necessary at some point soon. The big news in this year’s report from the Social Security Board of Trustees is that …
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IndividualsWebinar: How to Financially Prepare for Retirement
June 01, 2018 | Planning for Retirement
When it comes to retirement, one of the biggest questions we all have is “am I financially prepared?”. It’s a big question, but the good news is that with the right preparation, you can enjoy your retirement the way you’ve always dreamed you would. By developing a personal, …
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