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How To Create Tax-Free Wealth

The average 401(k) exposes your money to 50% losses. What would losing HALF your retirement savings money mean to your future? Imagine what

Unknowingly Disinherit Your Spouse? New Tax Law Changes.

Massive changes introduced by the SECURE Act (effective Jan. 1, 2020) have made many estate strategies outdated. If you haven’t created ...

Asset Allocation

The idea behind asset allocation is to offset any losses from one class with gains in another, and thus, reduce the overall risk of the port

Understanding the Basics of Medigap Policies

Medicare coverage can be a critical component for living a healthy life in retirement, as well as for maintaining your financial......

Social Security Benefits: How Much Will I Receive

The decision of when to take Social Security versus retirement plan benefits might change significantly if taxes are considered. A result...

4 Steps to Protecting a Child with Disabilities

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost..

Understanding Long-Term Care

When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity...

The Limitations of Medicare and Medicaid

More than 75% of family caregivers incur thousands of dollars in chronic illness out-of-pocket expenses.

Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an.....

How to Appeal Your Property Taxes

Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover,

Changing Unhealthy Behaviors

Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups and no smoking or excessive

An Overview of Renter’s Insurance

Renters sometimes overlook the need for insurance based on the belief that they may not have a significant amount of personal possessions, o

Investing with Your Heart

More than $12 trillion is managed under sustainable and responsible investing principles.1 This includes mutual funds, endowments, and even

Five Most Overlooked Tax Deductions

Americans regularly overpay taxes because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five

The Investment Risk No One’s Ever Heard Of

As an investor, you face another, lesser-known risk for which the market does not compensate you, nor can it be easily reduced through diver

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