Category Archives: Tax Strategies

Estate Planning Checklist

estate-planning

One of the first steps you’ll take in the estate planning process is determining how much planning you’ll need to undertake. Two key components of your initial needs evaluation are an estate analysis and a settlement cost analysis. The estate

Are You Prepared to Retire?

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Retirement used to conjure up images of lazy days spent in a rocking chair. Today’s retirement is very different. You might plan to open a business of your own. Or perhaps you’ll return to school for that degree you never

5 Things to Do Before Meeting With an Advisor

To Do

Americans’ financial lives are increasingly complex. It’s not unusual to have checking and savings accounts, a 401(k), IRAs, and other personal investments. Keeping track of all your savings and investments has prompted many individuals to seek guidance. If you are

Give Your Retirement Plan a Tune-Up

Retirement-Planning

Conducting an annual review of your retirement goals and strategy is an ideal way to check that your plans for your financial future remain realistic and on track. With that in mind, taking the three easy steps outlined below will