Retirement

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10 Ways the Secure Act Will Impact Your Retirement Savings

With the decline of traditional pensions, most of us are now responsible for squirrelling away money for our own retirement. In today’s do-it-yourself retirement savings world, we rely largely on 401(k) plans and IRAs. However, there are obviously flaws with the system because about one-fourth of working Americans have no retirement savings at all–including 13% …

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Retirement Basics: Health Care

When planning for retirement, it is extremely important to understand and account for health care expenses. Typically, these expenses consist of Medicare or Medicare Advantage premiums, supplemental plan premiums, and out-of-pocket expenses (deductibles, copays, coinsurance, etc.). Medicare Most individuals age 65 or older in the U.S. will participate in a Medicare or Medicare Advantage plan. …

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

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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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Consider a Financial Caretaking Plan

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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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. 

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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Good things come to those who plan for them

Download our free 104(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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