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Social Security Benefits: How Much Will I Receive

The decision of when to take Social Security versus retirement plan benefits might change significantly if taxes are considered. A result...

Understanding Long-Term Care

When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity...

The Limitations of Medicare and Medicaid

More than 75% of family caregivers incur thousands of dollars in chronic illness out-of-pocket expenses.

Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an.....

How to Appeal Your Property Taxes

Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover,

Changing Unhealthy Behaviors

Most Americans know the fundamentals of good health: exercise, proper diet, sufficient sleep, regular check-ups and no smoking or excessive

Investing with Your Heart

More than $12 trillion is managed under sustainable and responsible investing principles.1 This includes mutual funds, endowments, and even

Five Most Overlooked Tax Deductions

Americans regularly overpay taxes because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five

The Investment Risk No One’s Ever Heard Of

As an investor, you face another, lesser-known risk for which the market does not compensate you, nor can it be easily reduced through diver

Don’t Be Your Own Worst Enemy

The innate wiring built to survive pre-modern times can be counterproductive in our modern world, especially when it comes to investing.

What is the Value of Your Business?

As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate ta

All Muni Bonds Are Not Created Equal

Bonds used to support essential services, such as water or sewage, are also considered less risky. These services are normally unaffected by

TIPS for Inflation

Unlike conventional U.S. Treasury bonds, the principal amount of Treasury Inflation-Protected Securities, or “TIPS,” is adjusted when there

Choosing a Retirement Plan that Fits Your Business

If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business? Not having a plan could be costing you. We have multiple ways to help businesses with 1 - 100