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Your Life Simplified Insights

What Is the Real Cost of Owning a Pet?

June 9, 2022
Oftentimes, we only look at the short-term cost of owning a pet such as adoption fees, toys, food and...
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Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.

Medicare Surcharges: Do They Apply to You? Learn How to Appeal Them.

June 1, 2022
If you are a high-income earner, you could be hit with a Medicare surcharge. The good news is that...
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Your Life Simplified Insights

5 Most Common DIY Financial Pitfalls

May 19, 2022
Are you doing your own investing and wealth planning without the help and guidance of a wealth advisor? In...
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Women and Investing: 3 Strategies to Bridge the Savings Gap

Women and Investing: 3 Strategies to Bridge the Savings Gap

April 4, 2022
Whether you’ve always been the sole financial decision-maker or have relied on a spouse or partner to manage the...
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Investing for Impact

March 7, 2022
You and your family have unique financial goals. Often, those goals are based on individual and family values. You...
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Financial Strategies for Life-Changing Events

Financial Strategies for Life-Changing Events

March 2, 2022
Life can throw us curveballs when we least expect it. You may have experienced a divorce, loss of a...
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Required Minimum Distribution Changes: What’s New in 2022

Required Minimum Distribution Changes: What’s New in 2022

February 1, 2022
Figuring we’ll all live a little longer, the IRS updated the life expectancy table, as of Jan. 1, 2022....
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Crystal Ball 2022 Header

2022 Crystal Ball Outlook

January 31, 2022
Our own Jeff Krumpelman , chief investment strategist and head of equities, and Katrina Radenberg , chief investment officer...
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2022 New Year's Resolutions

How Do Your 2022 Resolutions Lineup With Other Americans?

January 25, 2022
If you’re like 84% of Americans 1 dealing with the ongoing pandemic, you’ve learned to let go of what...
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Wealth Advice: What Are You Getting Out of It?

Wealth Advice: What Are You Getting Out of It?

January 10, 2022
Nearly four in 10 (38%) of Americans currently work with a financial advisor, representing a significant jump from __...
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Five Strategies to Help Protect Your Wealth From Taxes

Five Strategies to Help Protect Your Wealth From Taxes

December 2, 2021
While some of the tax proposals that would have significantly impacted high-net-worth individuals have been eliminated from the Build...
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RMD Waiver is Over: When Should You Take a Distribution?

RMD Waiver is Over: When Should You Take a Distribution?

November 2, 2021
CARES Act legislation waived required minimum distributions (RMDs) just for 2020. As we wrap up 2021, some individuals will...
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