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Blog Articles2019-06-10T13:51:47+00:00

Have You Planned for Your Retirement? Part 2

As outlined in Part 1, given all the factors that need to be considered in order to plan for your retirement, there is really no way to determine what is the exact right amount of money. There are, however, certain things that you can do to position yourself in the best possible way.

Have You Planned for Your Retirement? Part 1

Many people think that in life we need to accumulate a certain amount of money to be able to retire. Today we have so many factors that are making people aware of the need for retirement planning.

What is Your Bathtub Test Score?

The bathtub test: It is time to get serious about what’s going on with long-term care.

IRS Just Released Inflation Adjustments

Today I want to introduce to you the inflation adjustments just released by the IRS.

Have You Had a Financial Check Up Lately?

How often should people be reviewing their estate plans and estate plan documents?