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NUAs, or net unrealized appreciation, is a special tax strategy available for those with company stock in a 401(k) plan. Read More
Utilizing three different account types when saving throughout your working career can reap tremendous tax benefits in retirement. Read More
Picking a high quality retirement community where you are active, engaged, and healthy is a very important decision and can be a lot of work. Here's what to consider... 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
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
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
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
You'll get the most value from financial planning if your specific goals and needs match a firm's philosophy and services. Let's learn more about each other.
