Blog
What to Do Before It's Too Late
I have recently been meeting with and helping families navigate the passing of a loved one. Often the deceased had not updated their policies and accounts to reflect changes in their beneficiaries. Specifically, beneficiaries who had...
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Trump Accounts are Here!
The July 4th launch of the Trump Accounts has generated many headlines. Some describe the accounts as a “trump card” that could change the game for today’s youth, while others argue they may not be worth the effort. Even the IRS form...
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Social Security Cuts: What You Should Know
Recent headlines about possible Social Security benefit cuts sound alarming, especially if you already rely on benefits or expect to claim them soon. But a projected shortfall in Social Security's finances is not the same thing as...
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