Our Thoughts

Smart Charitable Giving for Every Family

Many of our clients have a desire to share their resources by supporting charitable organizations or faith-based organizations. There are several ways to make your charitable contributions even more tax-efficient.

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Long-Term Care Planning

When it comes to retirement planning, there are three major risks to address: Longevity risk (outliving your money) Market risk (investments underperforming) Spending shocks (unexpected large expenses) Long-term care is

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Healthcare in Retirement

Retirement planning is not just about income and investments. It is also about protecting yourself from health-related expenses that could derail your plan. In my last post, I covered the

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