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We believe that knowledge is the key to making informed decisions about your financial future. Our blog is designed to provide you with a wealth of valuable insights, tips, and strategies on everything from financial planning and wealth management to taxes, estate planning, Social Security, and more.

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.

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Should Bitcoin Be in Your Retirement Portfolio?

Should Bitcoin Be in Your Retirement Portfolio?

Bitcoin is the latest craze in the world of online trading and investment strategies. Some people have been turning to Bitcoin to invest for retirement or grow their money, to varying degrees of success. You may have heard of people making fortunes in Bitcoin and are...

Monthly Budgeting: Practical Budget Cutting That Helps You Save Money

Monthly Budgeting: Practical Budget Cutting That Helps You Save Money

Cutting costs during your runup to retirement or during retirement isn’t an exercise reserved solely for people who haven’t adequately saved. Even if you have a large nest egg, it’s not a bad idea to examine your living expenses and identify ways to reduce costs....

Deciding Who Should Inherit Your Wealth When You Die

Deciding Who Should Inherit Your Wealth When You Die

Bequeathment isn’t always simple. Depending on your life and the things and people you care about, you might be forced to make some hard decisions. Divorces, children from multiple marriages, grandchildren and personal philosophies on charity or generational wealth...

How Do Higher Interest Rates Impact Your Portfolio’s Growth?

How Do Higher Interest Rates Impact Your Portfolio’s Growth?

Interest rates and investments have a complicated relationship. The value of fixed-interest bonds usually decrease when interest rates rise, while the value of floating-rate bonds might increase. Higher interest rates are often good for financial institutions, which...

What Happens to My Stocks and Bonds When I Die?

What Happens to My Stocks and Bonds When I Die?

What happens to your stocks and bonds after your death depends on the provisions you’ve established. If there’s a joint owner of your investment assets, the stocks and bonds will immediately become solely their assets when you pass away. This is also true for real...

Why Is America’s Stock Exposure at Historic Highs?

Why Is America’s Stock Exposure at Historic Highs?

Experts suggest more than 50 percent of U.S. households have some investments in stock. In 2020, an estimated 41 percent of the nation’s workers had access to a retirement savings plan through their employer or a union. However, access to an asset...

What Are the Differences Between Stocks and Bonds?

What Are the Differences Between Stocks and Bonds?

Stocks, or equities, are little slivers of a company. When you buy a stock, you’re technically become a part owner in that business. As the valuation of the business increases so does the value of your share. You can trade that share to someone else or buy more...

Is Gold Still a Reliable Strategic Asset for Your Portfolio?

Is Gold Still a Reliable Strategic Asset for Your Portfolio?

Gold can be a divisive topic when it comes to asset discussions. Some would argue gold is an ideal inflation-adjusted asset since its price movements have historically been inverse to the value of the dollar. A segment of investors also like gold as a hedge against...

The Path to a Net-Zero Economy

The Path to a Net-Zero Economy

While the looming threat of extreme weather remains ominous, the transition to net-zero offers significant investment opportunities. Scientists attribute extreme weather events all over the world to a global warming trend. Since the late 19th century, the average...

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