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• 5 Milestones That Mean It's Time for a Life Insurance Review

  Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in adulthood.

• The Best Gift You Can Give Your Kids as a Single Parent is an Estate Plan

  Single parents shoulder the responsibility of not only providing for their children's immediate needs but also planning for their future.

• Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

  Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key information you need when preparing this year's taxes.

• A Year-End Planning Guide for Business Owners

  As the year draws to a close, it's an ideal time for business owners to evaluate their company’s financial health.

• Ten Ways to Tidy Up Your Finances This Fall: A Comprehensive Checklist

  As the leaves begin to fall and the year winds down, autumn offers more than pumpkin spice and cozy sweaters. It’s also a good time to clean up your finances.

• Old 401(k), New Tricks: 6 Tips for Rolling Over Your 401(k)

  Tips to help the rollover process go quickly and smoothly for you.

• Everyone Needs an Estate Plan—Even If You Are Single with No Dependents

  Estate planning is also significantly relevant for single individuals without children.

• Investing with Purpose: A Step-by-Step Guide to Creating an Investment Savings Plan

  Creating an investment savings plan (ISP) is essential for keeping you on track toward your goals and building wealth.

• About Us

  Whether you’re just starting out, actively building wealth, or seeking to fine-tune your portfolio –  our team is here for you!

• Qualified Charitable Distributions for RMDs

  Qualified Charitable Distributions (QCDs) are vital for those who must take an annual required minimum distribution (RMD) but seek a tax-advantaged strategy that may help lower their adjusted gross income (AGI).

• Eight Things You Must Know About Medicare

  Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare.

• Creating a Legacy of Change through Charitable Giving

  Philanthropy today is different than it was in the past.

• Building a Strong Financial Foundation

  It is never too early to begin, and the sooner you start, the better. Consider the following steps to building a strong financial foundation:

• An Introduction to Estate Planning for the Sandwich Generation

  For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're juggling multiple caregiving responsibilities daily, sitting down to draft a will is easy to put off.

• 5 Homeowner Estate Planning Tips to Consider

  Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place. While an estate plan is personalized to the wants and needs of each person, here are a few tips to help anyone get started.

• Contact Us

  You can choose to meet with us in-person, by video, or on the phone. We look forward to connecting with you and discussing your needs.

• Worried About Your Financial Health? It May Be Time For A Checkup

  Consider these seven steps that you can take to assist you in evaluating where you stand financially and to help you determine a reasonable course of action to plan for the future.

• A Beginner’s Guide to Investing

  When you start to consider if investing is an appropriate option for you, you may have questions. It’s OK to have questions. Investing can be a challenging subject to grasp. The more you learn about investing and the potential benefits, the more your confidence may grow.

• Nuances of Medicare – 5 Things to Keep in Mind

  Medicare is complex with many different moving parts involved.

• What Wealthy Individuals Need to Consider Before Applying for Medicare

  As wealthy individuals age, healthcare and health insurance coverage become increasingly important.