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The Place You Call Home: Relocating to a Tax-Friendly State

July 30, 2021
If you’re retiring and thinking about relocating or have a job that allows you to live anywhere, it may...
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Technology Vs. Human Output: Both Have Their Place at Our Firm

July 29, 2021
The headlines are everywhere… “AI Revolution in 2021: 5 Industries That Are Thriving With Artificial Intelligence.” 1 “In...
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Crystal Ball 2021 Mid-Year new

2021 Mid-Year Crystal Ball Outlook

July 28, 2021
The markets have been anything but boring, bouncing back from the pandemic peak but giving us things to keep...
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Traditional vs Roth 401(k)

Traditional 401(k), Roth 401(k) or both?

July 28, 2021
Retirement savings plans can be confusing. If you’re in the working world, chances are that your employer offers a...
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Your Life Simplified - On the Road Again - Post-COVID Travel

On the Road Again…Navigating Travel Today

July 27, 2021
The ongoing pandemic has changed the way we travel and many are changing their approach to transportation, like driving...
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The Essential Estate Planning Documents, Trust

The Essential Estate Planning Documents

July 26, 2021
Estate planning is the process of organizing one’s personal and financial affairs to ensure that your wishes for your...
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Three Strategies for Tax-Efficient Investing, Grow

Three Strategies for Tax-Efficient Investing

July 20, 2021
Developing and managing a comprehensive, adaptable investment strategy is challenging enough on its own. When you factor in the...
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Long-Term Care Insurance Rider or Stand-Alone Policy

Long-Term Care Insurance: Rider or Stand-Alone Policy?

July 15, 2021
It’s not easy to think about becoming so ill you can no longer take care of yourself, but as...
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Traditional Bank Trust Company vs. Directed Trustee Services

Traditional Bank Trust Company vs. Directed Trustee Services

July 15, 2021
Selecting a corporate trustee to oversee the administration and management of a trust is a challenging and unique decision...
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Collaborative Divorce

Collaborative Divorce

July 10, 2021
If you have found yourself in the difficult position of researching divorce in the last few years, you may...
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Early Retirement: How Will You Fund It?

July 8, 2021
Some people want to retire early. Or circumstances, such as health or job layoff, may drive the decision. No...
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Estate Planning and Wealth Advice for Widows or Widowers

Estate Planning and Wealth Advice for Widows or Widowers

July 7, 2021
Nothing can prepare us for the loss of the one we love most. If you have lost your spouse,...
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