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Tuesday, November 16, 2021

One of the more awkward estate planning topics—but also one of the most important—involves powers of attorney.At some point before our deaths, many of us will become physically and mentally unable to manage our own affairs...

 

Monday, November 1, 2021

ARE YOU LEAVING YOUR LOVED ONESWITH A PLAN? Creating a will may seem like something that isn't needed until you are further into retirement. However, that couldn't be further from the truth. Your spouse and children could face...

 

Wednesday, September 22, 2021

As you travel on the journey of life, you’ll inevitably build up an estate that one day your loved ones will inherit. These details are all handled in your estate plan. An estate plan acts like a roadmap for your heirs by...

 

Monday, August 30, 2021

Several Types of Insurance Changes to Consider as You Approach Retirement As you approach retirement, your financial needs and those who depend on you will likely change. This may require an update of your insurance needs as well....

 

Monday, June 28, 2021

How much do you know about Social Security? Given how layered the topic can be, it’s wise to educate yourself as much as you can about your options. We have a number of resources on our website that can help you take a bite out...

 

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Saturday, May 15, 2021

If you are currently receiving Social Security Benefits as either a capable adult or an emancipated minor, you might want to consider setting up an Advance Designation. "(An) Advance Designation allows you to choose an individual(s)...

 

Friday, April 30, 2021

4 Tips for Raising Financially Literate KidsWhen it comes to parenting, families have different styles, values, and traditions. However, most parents share a common goal. They want their children to grow up to be healthy, happy,...

 

Monday, April 19, 2021

When we think of emergency preparedness, flashlights, bottled water, and first aid kits immediately come to mind. While having a physical emergency supply kit on hand is an important first step when disaster hits, being financially...

 

Tuesday, March 16, 2021

Great article on 401k hacking and the steps you can take to protect yourself. Cyber Fraud and your retirement

 

Wednesday, March 10, 2021

You’re invited to an exclusive conversation with former Federal Reserve Chair Dr. Ben S. Bernanke, who helped guide the U.S. economy out of its worst recession of the century. His insights on how the economy can emerge and grow...

 

Wednesday, March 3, 2021

If you’re over age 72, each year you must take required minimum distributions (RMDs) from your retirement accounts. Failing to do so results in a hefty penalty—50% of the amount you should have withdrawn. But what if you...

 

Friday, February 19, 2021

8 Things You Need to Know Before You File Your 2020 Tax ReturnBy any standard, 2020 was an unusual year, marked by rapid change and unexpected events. As a result, filing your tax return may be anything but straightforward. Below we...