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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Insurance Planning for Retirement

Retirement isn’t the end of your insurance needs. The needs simply shift. While you’re working, insurance protects your income. It steps in if you become disabled or die before reaching

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