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Welcome to Our Financial Tips Blog
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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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 histo…
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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 extrem…
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Should You Retire with High-Yield Dividend Equities in Your Portfolio?
Can you live off dividends in retirement? That really depends on the scale of your dividends and the lifestyle you’re attempting to maintain. There are certainl…
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5 Blind Spots You May Be Missing in Retirement
Does your retirement plan have any of these blind spots? You’re probably familiar with blind spots when driving. You might be trying to change lanes and then yo…
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What’s the Difference Between a Traditional IRA, Roth IRA and Rollover IRA?
Most savers are contributing pre-tax dollars to their traditional IRA. A Roth IRA lets you contribute post-tax dollars. A person who leaves their job can roll t…
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Preparing for Retirement in the Next 10 Years
Planning for retirement is a lot like a race, and the final lap could be the most critical. Planning for retirement is a lot like a race. And, if you’re a fan o…
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Budgeting in Retirement
We often talk on this blog about the risk of outliving your retirement savings given that so many people today live long, healthy retirement. If you’re physical…
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What’s the point of an annuity?
Annuities… you may have heard a thing or two about them. If your retirement is right around the corner, you probably have some questions centered around not onl…
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Using Life Insurance to Fund your Retirement
Life insurance can be leveraged to mitigate investment risk and can provide multiple tax-efficient strategies for your retirement plan. Typically, when we think…
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3 Things Women Near Retirement Need to Hear
When women begin to factor in the prospect of financially supporting themselves, they can feel like the deck is stacked against them. When you envision your dre…
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3 Ways to Plan for the Unexpected in Retirement
The idea of uncertainty in retirement can exciting, but what about when it comes to your income in retirement? When you give up the nine-to-five, each day can f…
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