Blog

Thinking of Social Security as Our Biggest Asset

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.

Are You Planning for the Reality of Retirement?

The transition to retirement is exciting! You’ve worked for at least a couple decades to get to this point. And soon everyday will be a Saturday, where you get to choose how to spend every hour. It can also be scary with feelings of uncertainty, wondering if you have saved enough and n …

Knowing When to Update Your Estate Plan

From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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