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Retirement Planning

Why Long-Term Care is an Important Part of a Financial Plan

It’s National Long-term Care Awareness Month, so it’s the perfect time to discuss the importance of preparing for the potential need for care. Financial planning can be a complex process, especially for those looking for a comprehensive plan that accounts for every aspect of their life. That comprehensive plan traditionally includes budgeting, investing, tax-mitigation, estate planning, and as you get...
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Traditional vs. Roth IRA

Planning for your retirement is essential, and knowing the differences between a traditional IRA and a Roth IRA can play a significant role in building your financial future during those years. Both IRA’s offer valuable benefits, but they come with varying income limits, arrangements, and respective pros and cons. Traditional IRA: The traditional IRA offers a tax advantage as you...
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Living Trust Benefits

A living trust can offer an effective strategy for passing and granting assets. Here’s what you need to know! What is a Revocable Trust? A revocable trust, often called a living trust, is essentially an agreement between a trustor and a trustee.  In this agreement, the trustee is granted the right to hold assets and property of the trust for...
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