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All
  • All
  • Cybersecurity
  • Family
  • Retirement
  • Taxes
  • The Markets
  • Uncategorized

Investing for a Child: UGMA/UTMA Accounts vs. 529 Plans

UGMA (Uniform Gifts to Minors Act) and UTMA (Uniform Transfers to Minors Act) accounts allow the transfer of financial assets to a minor without establishing …

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Protecting Your Financial Information Online

More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. While nothing can …

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The Biden Agenda – What Can We Expect?

When Joe Biden was elected in November, there was a question of how much policy change there could actually be under the new Democratic president …

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Charitable Giving in 2020 and Beyond

“Giving Tuesday” was December 1st this year, but you have until December 31st to make charitable contributions that qualify for a 2020 tax deduction. With …

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What is Fiduciary Duty?

Fiduciary duty is a legal concept requiring individuals in certain professions – including lawyers, trustees, and investment advisers – to prioritize their clients’ best interests …

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tax savings

It’s Time to Get Started on Your 2020 Taxes

Even though your 2020 tax return will not be due until April 15, 2021, if you wait until after the new year to start thinking …

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Good things come to those who plan for them

Download our free 401(k) primer

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We can help you plan for healthcare in retirement

Download our primer on retirement healthcare options and expenses

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Get Started Saving for College

From opening 529 account to calculating how much to save, we’ll help you create a college saving plan with our free guide.

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Consider a Financial Caretaking Plan

A Financial Caretaking Plan outlines the steps you take to transfer bill paying, investment management, estate planning, and tasks you need to complete to prepare for the day you can no longer manage finances on your own. 

This enables us to help you prepare for transition of financial management to your financial caretaker(s). If portions of the questionnaire are not applicable, that’s ok! We can work on this report together to reflect your plans.

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Do You Need a Trust?

Download our guide which provides a broad overview of some of the most commonly used trusts FAQ. We collaborate with estate planners and can explore with you if a trust could benefit you and your family.

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We're here to help.

Download our guide to understanding long term care expenses and options.

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