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6 Helpful Tips to Get Started on Your Estate Plan
If you’re wondering if estate planning is right for you, it’s important to know it’s not just for the wealthy. Even people with modest assets need a written plan. And right now is a great time to take the next step and get started....
Read MoreHow Attractive Is Your Business To Potential Buyers?
In today's dynamic marketplace selling a business is no longer just about listing your business and hoping for the best buyers are more concerning than ever click on the video below to learn more more and to get your free business...
Read MoreTaxes On The Sell Of Your Business
When You Sell A Business It's Important Know How Much Of The Sell Price You Keep! Taxes On The Sell Of A Business
Read MoreBUSINESS VALUATION: Do You Know What Your Business Is Worth?
One of the most important question business owners are asking themselves is… Can I afford to Retire? Did you know? 78% of business owners plan to fund their retirement by selling their business. Only 2 out of 10 businesses that go to...
Read MoreFederal Employees-Listen Up!
If you are a federal employee or know someone that is a federal employee watch this video and share.. FEDERAL EMPLOYEES LISTEN UP!
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ARE YOU BEHIND IN SAVING FOR RETIREMENT? HERE'S A WAY TO FIND OUT AND CATCH UP!
Are you behind in saving for that comfortable and rewarding Retirement? Here's an opportunity to catch up...watch the video! NEW 401K CONTRIBUTION LIMITS
Read MoreTAX PLANNING MATTERS....LEARN WHY!
Tax Planning is not only important...it matters! Watch the video to learn more TAX PLANNING - WHY IT MATTERS!
Read MoreHealthcare Costs in Retirement
In a 2023 survey, 37% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. Regardless of your confidence, however, being aware...
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Is Social Security Going to Run Out in Your Lifetime?
We get regular updates on the Social Security trust fund. In early May, the Social Security Board of Trustees announced that the trust funds had revenue to pay full benefits until 2035. Generally speaking, the headline’s tone is very...
Read MoreHow Retirement Spending Changes With Time
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households "live it up" and spend more than they anticipate...
Read More401(k) Millionaires Are on the Rise
As we continue through 2024, I wanted to share some data that many may find positive. Fidelity Investments just announced that 440,000 retirement savers reached an incredible milestone in 2023: $1 million in their 401(k).1 That's...
Read MoreSEC Approves Bitcoin ETFs
The Securities and Exchange Commission (SEC) in early January made it easier to own Bitcoin, putting a smile on some faces but causing furrowed eyebrows on others.1 Mainstream investors have long wanted a way to buy and sell Bitcoin...
Read MoreDon’t Let Unexpected Expenses Derail Your Retirement
While looking ahead to a leisurely retirement is natural, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four unforeseen...
Read MoreIs Your Retirement Account as Large as it Could Be?
When you change jobs, it’s critical to remember to create a plan for past employee sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all...
Read MoreWhat Investors Need to Know About FDIC Insurance and SIPC.
About the U.S. Banking SystemWith recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, we want to summarize the latest information on this evolving event. We assure you we are monitoring...
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What's This Talk About a Recession?
In recent weeks, the word recession has started creeping into business news and financial market coverage.Is that cause for alarm or just another attention-grabbing headline? There’s no simple answer.A recession is defined as two...
Read MoreWhat is a Backdoor Roth IRA Conversion?
Like it or not, taxes are a way of life. But nobody wants to pay more than they have to. A backdoor Roth conversion can make a lot of sense for high-earning individuals and those seeking to access tax-advantaged funds in retirement.
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How to Buy I Bonds Direct from the Treasury
With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection...
Read MoreA 9.6% COLA increase? It could be the real thing!
A 9.6% COLA increase? It could be the real thing!
Read MoreWhat is the Cost of Missing a Market Rebound?
Panic selling is not an investment strategy. Repeat: panic selling is not an investment strategy. Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments.
Read More9 Facts about Social Security
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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