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Financial Insights

  • Financial Planning

Year-End Financial Planning in the Wake of OBBBA: What Retirees Need to Know

The One Big Beautiful Bill Act (OBBBA) reshaped retirement and tax planning, making year-end reviews more important than ever. From higher standard deductions and permanent estate tax exclusions to RMD strategies and charitable giving opportunities, retirees can take proactive steps now to align their finances, minimize taxes, and prepare for 2026 and beyond.
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Navigating widowhood (1)
  • Financial Planning

Navigating Widowhood and Social Security: Finding Clarity in a Difficult Time

Losing a spouse is overwhelming, and navigating Social Security benefits can feel daunting. This guide explains survivor vs. retirement benefits,…
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Renting vs owning
  • Retirement Planning

Renting vs. Owning in Retirement: Making the Right Financial Decision

As retirement approaches, the decision to rent or own your home becomes more than just a housing choice—it’s a financial…
Read More
Maximizing your pension (1)
  • Retirement Planning

Maximizing Your Pension

For many retirees, a well-structured pension can be the cornerstone of financial security. But to truly leverage its full power,…
Read More
RMD taxes
  • Retirement Planning

Minimizing Your RMD Taxes: Five Planning Moves to Consider

Required Minimum Distributions (RMDs) are precisely what they sound like: mandatory withdrawals from traditional IRAs and 401(k)s, whether you need…
Read More
Legacy Wealth - Scattered Assets - The Cost of Disorganized Retirement Savings
  • Retirement Planning

Scattered Assets: The Cost of Disorganized Retirement Savings

As you approach retirement, having a clear view of your financial picture is of the utmost importance. But many high…
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Financial Literacy
  • Estate Planning

Being Financially Savvy is A Family Business

Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their…
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Estate Planning
  • Estate Planning

Why making an estate strategy can be an act of love for your family

Why is making an estate strategy an act of love for your family? Creating an estate strategy is about preparing…
Read More
Improve your financial fitness
  • Financial Planning

Improve Your Financial Fitness in 2025 With These Resolutions

When I think of resolutions for the New Year, I think of getting into shape, cleaning up my diet, de-cluttering…
Read More
Retirement healthcare issues
  • Retirement Planning

Tackling Retirement Healthcare Issues

A single person aged 65 in 2023 may need about $157,500 saved after taxes to cover health care expenses in…
Read More
Estate Planning 101
  • Estate Planning

Estate Planning 101

While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death…
Read More
Social Security
  • Retirement Planning

Let’s Talk Social Security

Let’s talk Social Security, a hot button topic as baby boomers are entering their golden years….
Read More
year end financial planning
  • Financial Planning

Year-End Financial Planning in the Wake of OBBBA: What Retirees Need to Know

The One Big Beautiful Bill Act (OBBBA) reshaped retirement and tax planning, making year-end reviews more important than ever. From…
Read More
Navigating widowhood (1)
  • Financial Planning

Navigating Widowhood and Social Security: Finding Clarity in a Difficult Time

Losing a spouse is overwhelming, and navigating Social Security benefits can feel daunting. This guide explains survivor vs. retirement benefits,…
Read More
Renting vs owning
  • Retirement Planning

Renting vs. Owning in Retirement: Making the Right Financial Decision

As retirement approaches, the decision to rent or own your home becomes more than just a housing choice—it’s a financial…
Read More
Maximizing your pension (1)
  • Retirement Planning

Maximizing Your Pension

For many retirees, a well-structured pension can be the cornerstone of financial security. But to truly leverage its full power,…
Read More
RMD taxes
  • Retirement Planning

Minimizing Your RMD Taxes: Five Planning Moves to Consider

Required Minimum Distributions (RMDs) are precisely what they sound like: mandatory withdrawals from traditional IRAs and 401(k)s, whether you need…
Read More
Legacy Wealth - Scattered Assets - The Cost of Disorganized Retirement Savings
  • Retirement Planning

Scattered Assets: The Cost of Disorganized Retirement Savings

As you approach retirement, having a clear view of your financial picture is of the utmost importance. But many high…
Read More
Financial Literacy
  • Estate Planning

Being Financially Savvy is A Family Business

Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their…
Read More
Estate Planning
  • Estate Planning

Why making an estate strategy can be an act of love for your family

Why is making an estate strategy an act of love for your family? Creating an estate strategy is about preparing…
Read More
Improve your financial fitness
  • Financial Planning

Improve Your Financial Fitness in 2025 With These Resolutions

When I think of resolutions for the New Year, I think of getting into shape, cleaning up my diet, de-cluttering…
Read More
Retirement healthcare issues
  • Retirement Planning

Tackling Retirement Healthcare Issues

A single person aged 65 in 2023 may need about $157,500 saved after taxes to cover health care expenses in…
Read More
Estate Planning 101
  • Estate Planning

Estate Planning 101

While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death…
Read More
Social Security
  • Retirement Planning

Let’s Talk Social Security

Let’s talk Social Security, a hot button topic as baby boomers are entering their golden years….
Read More

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