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Charitable Giving And Retirement
The average individual can spend less during their retirement due to a budget. One exception can be giving to charitable causes. A study by the WPI or the Women’s Philanthropy…
Read MoreRetire Early, Tap Your 401k Early… Penalty?
The way we work and save for retirement has changed and the old rules no longer apply to every individual’s situation. There are many professionals with the resources to retire…
Read MoreTop 5 Things You Could Spend Less On In Retirement
In retirement it’s not always about the money you have, it’s about how much you are spending. As you prepare or revise your retirement plan, one of the most important…
Read MoreOne Basket, All Eggs. Risky!
Achieving a high income and net worth is half the battle in the quest for financial security. The other half is trying to keep and grow your assets once you…
Read MoreProcrastinating; The Cost To Your Retirement
If you are like many other hardworking adults, you may find yourself periodically dreaming about what life will be like after you leave the workforce and enter retirement. Regardless of…
Read MoreA 1035 Exchange, Know The Facts
A common problem faced by insurance and annuity holders relates to a need to upgrade to a better financial option without paying taxes on gains earned on the old policy.…
Read MoreWill Power: Should You Update Your Will and Estate Plan?
Everyone should have a will; it ensures that your loved ones will receive the assets you wish them to have in the event of your death. To be clear, a…
Read MoreTo Know The Road Ahead, Ask Those Coming Back
“To know the road ahead, ask those coming back” is the famous Chinese proverb although for this article it may be more fitting to say, to know the road ahead,…
Read MoreThe Affordable Care Act & Your Retirement
What is the status of the Patient Protection & Affordable Care Act of 2010 (ACA)? High-end net worth “seniors” planning for retirement need to know. How will the changes in…
Read MoreRising Interest Rates And Your Portfolio
The reality is that rising interest rates will likely continue through 2018. This has been choreographed by the Fed Reserve for some time now, and even most of the…
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