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Retirement Planning

If you've been procrastinating and putting off your retirement planning, now is an excellent time to review your finances and to update your financial plans for your future. It’s especially...

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IRA's/ 401k's

Over the last half century most people have a experienced a job change at least once. What most companies don't tell you is that you are eligible to roll over your old 401k to your new employer or to...

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Medicaid Planning

Medicaid Planning means taking advantage of legal options to help qualify for Medicaid sooner than otherwise possible.

Medicaid is generally only available to patients in nursing homes...

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College Planning

If you are within four years of incurring a college expense, you are in "short term college planning." Applying conventional long term financial planning or retirement style planning to achieve...

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Helpful Content

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.