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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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IndividualsNovember 18, 2013 | Estate Planning
Long-Term Care As people approach retirement, their insurance needs often change. Whereas earlier they may have focused on life and disability insurance to replace wage income, the need for those types of insurance can diminish as their assets grow. Asset protection may become more important, …
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