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You have spent decades planning for retirement. Just when you think you have everything figured out and a concrete retirement plan in place - You get thrown a curveball.... Read More
We’re here for you. As your fiduciary, fee-only advisors, we are here to support and guide you through the financial impact of COVID-19. Browse and share our library of... Read More
We think of Estate Planning as 4 main topics: Your will, a trust, Power of Attorney documents, and account beneficiaries. Here's how to create and maintain an estate... Read More
One of the hardest things that we do with clients is help process the death of a loved one like a spouse or a partner. Here's some common tasks... Read More
On average, 1 in every 3 inheritances are spent down in 2 years or less. Here's how to create a sustainable, successful plan around your inheritance and some pitfalls... Read More
Getting out of excessive debt is a great first step towards financial independence and a successful retirement plan. Here's a few tips from us on creating a plan to... Read More
A key strategy for most retirees is figuring out when to start Social Security. How do you determine the best choice for you? Read More
A will is a basic estate document that every adult should have even if you have a trust. For many households, a will can adequately manage your assets at... Read More
Every fall you are able to change your Medicare Part D drug plan. Here's how to see if you can save money this year on your prescriptions Read More
You spent your whole life planning for retirement by saving. Now that you are retired, there is a different type of planning - How to use your assets in... Read More
IRMAA, or Medicare's Income-Related Monthly Adjustment Amount is an extra fee that is added to your monthly Medicare premium. What is the calculation for IRMAA surcharge and how can... Read More
If you have an annuity and are about to retire, you have an important decision to make. Do you need an annuity? Or is it better to cash it... Read More
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