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Easing Into a Retirement Lifestyle
How to Prepare for Retirement Living Transitioning into retirement can be both exciting and challenging. After years of hard work, you finally have the opportunity to relax and enjoy what are often called your “golden years...
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Like some of my clients, you may have seen the latest regarding Aretha Franklin's estate. The Queen of Soul passed in 2018, and years later, her loved ones are still caught in legal trials thanks to the existence of multiple wills. As...
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Using Diversification Long-Term
One of the most basic principles of pursuing the growth of long-term wealth is diversification. A diversified approach to building wealth helps to mitigate risk while capturing the benefits of rising markets. Why is it so important to...
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The Roth IRA’s Secret Tax Benefits That Everyone Should Know
1. Tax-Free WithdrawalsMoney that goes into a Roth IRA is after-tax dollars. Because you've already paid taxes on that money, once it is withdrawn, it comes out tax-free. There are some restrictions on those withdrawals if you want to...
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What to Know About Living Wills
As a standard will can help your loved ones carry out your wishes, a living will helps specify what your wishes are if an illness or incapacity leaves you unable to make medical decisions for yourself.
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Review Your Tax Withholdings
Why to Check Your WithholdingThe IRS doesn't require you to file a return unless you owe money. However, it does allow you to deduct certain taxes from your income, such as state and local sales taxes, property taxes, mortgage interest...
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Help Protect Your Investments
If you have little experience with investing in stocks, bonds, or even real estate, it can be nerve-racking. You might feel like the slightest change in the stock market could have a negative impact on your investments and portfolio....
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Make Your Retirement Savings Last Longer
If you're living in or heading into retirement and have built up a comfortable nest egg, you're probably no stranger to disciplined budgeting. But budgeting in retirement might be more important than ever before.
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Keeping it in Perspective
Your financial strategy has been developed with the “big picture” in mind. Keeping it all in perspective can be tough at times. When times seem turbulent, it’s good to have someone to reach out to who can help keep focus.
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