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Estimated Read Time: 5 minutes 45 seconds If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this significant life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you […]

Retirement Planning

November 22, 2022

10 Years and Counting: Approaching Retirement

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Estimated Read Time: 4 minutes You probably already know how important it is to plan for retirement, but where do you begin? One of your first steps is to estimate how much income you’ll need to fund your ideal retirement. But that’s not always as easy as it sounds because retirement planning is not an […]

Retirement Planning

November 21, 2022

Estimating Retirement Income

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Estimated Read Time: 4 minutes You may have a very idealistic vision of retirement — doing all the things you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit you get from Uncle Sam may not provide enough […]

Retirement Planning

November 21, 2022

Retirement Planning: The Basics

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Estimated Read Time: 3 minutes One silver lining in the current bear market is that this could be an excellent time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which could rack up a substantial tax bill. However, if […]

Year-End Planning

November 7, 2022

Is a Roth Conversion Right for You?

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Estimated Read Time: 5 minutes Quality Charitable Distributions, known as QCDs, are a direct transfer of funds from your retirement account to a qualified charity. QCDs allow you to donate money to a charity of your choice while also excluding the donation from taxable income. This can help lower your taxable income and may reduce […]

Year-End Planning

November 4, 2022

Quality Charitable Distributions (QCDs)

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Estimated Read Time: 8 minutes The last thing any of us want to have to worry about this holiday season is another time-consuming task. However, year-end investment planning is one thing you can do now that will help set you up for financial success later on down the road. Not to mention, it will give […]

Year-End Planning

November 4, 2022

The Year-End Investment Planning Process

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Estimated Read Time: 4 minutes The window of opportunity for many tax-saving opportunities closes on December 31, so it’s important to evaluate your tax situation now, while there’s still time to affect your bottom line for the 2022 tax year. In this blog, we will be breaking down the most important points to consider during […]

Year-End Planning

November 4, 2022

How to Breakdown Year-End Tax Planning

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Estimated Read Time: 6 minutes Employer-sponsored qualified retirement plans, such as 401(k)s, are some of the most powerful retirement savings tools available. They offer a convenient way to start planning for retirement and many employers offer a ‘match contribution’. Whenever possible, I encourage you to contribute the maximum amount allowed to your retirement plan, however, […]

Employer Benefits

October 21, 2022

Taking Full Advantage of Employer-Sponsored Retirement Plans

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Estimated Read Time: 5 minutes If your employer offers life insurance as a benefit, most likely it will be in the form of group life insurance. Group life insurance provides insurance for you and your fellow employees through a contract that exists between your employer and the insurance company, making you a third-party beneficiary. This […]

Employer Benefits

October 21, 2022

Taking Full Advantage of Employer-Offered Life Insurance

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Estimated Read Time: 5 minutes The inability to work due to physical or mental incapacity can be a major problem when you least expect it. Taking advantage of your employer’s sick-leave plan or disability insurance plan can help alleviate some of the risks of the unknown. A sick leave plan can reimburse you for lost […]

Employer Benefits

October 21, 2022

Taking Full Advantage of Employer-Offered Disability Insurance Plans