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How to Tell If Your Estate Plan Is Missing Something Important
Even with a will in place, your estate plan might not be as complete as you think. Life changes, such as getting married, buying property, or watching your fami…
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Whether you're preparing for retirement, navigating complex tax laws, or looking for ways to preserve your legacy, our blog serves as an invaluable resource. Each post is crafted by our team of financial professionals, ensuring you receive relevant, up-to-date information that addresses the real challenges retirees and pre-retirees face today.
Even with a will in place, your estate plan might not be as complete as you think. Life changes, such as getting married, buying property, or watching your fami…
For many investors, retirement savers, and households, estate taxes feel like a distant concern; something only the ultra-wealthy need to think about. The truth…
Charitable giving isn't just a way to support causes you care about. It can also be a powerful tool for shaping the kind of legacy you want to leave behind. Whe…
Well-diversified retirement income strategies aren’t just for the ultrawealthy. Retirement savers and retirees with modest portfolios can incorporate a mix of i…
Retirement planning isn’t just about saving—it’s about ensuring those savings last. A sustainable retirement income plan helps ensure financial security by bala…
While no one likes to see the value of their 401(k) or IRA decrease, market downturns are far more worrying for current retirees than workers. Those nearing ret…
Women face unique retirement planning and investment challenges, including longer lifespans and potential income gaps from career breaks or lower lifetime earni…
Women face distinct challenges in retirement. Longer lifespans, lower lifetime earnings, and higher healthcare costs can create financial hurdles that require c…
The tax deadline is quickly approaching, but retirees and retirement savers still have time to take advantage of deductions and tax-saving opportunities. Whethe…
Strategic withdrawals may help minimize your tax burden, preserve retirement savings, and maintain steady, dependable income throughout your golden years. Devel…
The U.S. and Arizona tax codes are extraordinarily complex, with hundreds of potential deductions and credits available to taxpayers. Which strategies will be m…
Preparing Required Documents for Filing Taxes and Avoiding Common Mistakes Filing your taxes can be overwhelming, especially when your income comes from a combi…