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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
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
Life insurance is incredibly important protection for families, but it can be hard to determine just how much is enough, and why type of insurance is best for you.... Read More
When mortgage interest rates fall, refinancing your mortgage can be a great way to save you thousands in interest over time. However, there’s a few items to consider before... Read More
As the end of the year approaches, your time is running out to accomplish several common end of year tax reduction strategies. Here's a few items to consider today,... Read More
Should you still invest in bonds with today's low interest rates? This post is material from a recording of a webinar we did on April 3rd, 2020 for clients... 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.
