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Take Time to Review Your Retirement Savings Strategy
Take Time to Review Your Retirement Savings Strategy

It's a good time to take stock of your retirement savings strategy. Are you saving enough to cover your retirement needs? The answer depends on many factors, including your expected living expenses, bucket list items (such as travel and hobbies) and potential medical and ...

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Recent Posts
  • Take Time to Review Your Retirement Savings Strategy

    It's a good time to take stock of your retirement savings strategy. Are you saving enough to cover your retirement needs? The answer depends on many factors, including your expected living expenses, ...

    Read More
  • Seven Non-Tax Reasons to Create a Trust

    Using trusts as an estate planning tool is often done to achieve tax savings. By setting up certain types of trusts, a high-net-worth individual can avoid exposure to estate taxes levied by the ...

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  • Handling Financial Affairs After Remarriage

    While estate planning can be complex for all families, it can be especially complicated for those who remarry. In addition to considering your spouse and children in your current marriage, you may ...

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  • Should You Consider an Employer Roth 401(k) Account?

    Nowadays, many employer retirement plans give employees the option of contributing to designated Roth accounts (DRAs). According to a 2020 survey, 75% of employer plans now offer DRAs, which are also ...

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  • Budget Check Up: Tax Time Is the Right Time

    Every year, nearly 130 million households file their federal tax returns. 1 For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, ...

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  • Financial Strategies in a Post-DOMA World

    T he Supreme Court's decision declaring the Defense of Marriage Act (DOMA) unconstitutional was a watershed event that may require some same-sex couples to reconsider the financial strategies they ...

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