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A trust can prevent a long and costly probate process and make the inheritance process easier for your heirs. Trusts can also maximize the value of your estate. One of our clients recently saved his heirs $58,000 by titling his properties in a...
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4 min read
Moving money from a pre-tax savings account such as a 401(k) or Traditional IRA into a Roth IRA can offer long-term tax benefits. But it’s not the...
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An estate plan can guide distribution of your assets after you're gone. But gifting money to family and donating to charity while you’re still alive...
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When it comes to investing, most people gravitate to companies they know and trust. This tendency leads many Americans to primarily invest in...
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On April 2nd, equity markets experienced significant volatility following President Trump’s Executive Order on tariffs. The Executive Order imposed a...
3 min read
When it comes to estate planning, it’s not just about who gets what — it’s about how your assets are distributed. For example, if you have an IRA and...
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Diversification is one of the most effective strategies for managing risk and improving long-term investment outcomes. By choosing investments across...
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Saving for retirement can feel like an uphill battle, even for couples. Planning for retirement solo can feel both liberating and daunting. You get...
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Unexpected illness, an emergency home repair, or job loss can create financial turmoil. In the midst of a crisis, withdrawing money from your 401(k)...
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In December 2024, Congress passed the “Social Security Fairness Act” which allows some retirees who receive a public pension to collect higher Social...
