What the SECURE Act Means for Retirement
A recently passed spending bill could have a big impact on your retirement plans. On December 20th, 2019 the Senate passed the year-end spending bill…
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Financially Savvy Tips for Traveling to Europe
It’s the new year and you’ve decided you’re going on a vacation to Europe — you’re going to have such a wonderful time! Before you…
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Introduction to Planned Giving
Think about what matters most to you. What are you passionate about and what do you want to continue supporting even after you are no…
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Planning Your Finances for the Holiday Season
With the holidays already upon us and more coming up soon, you may be feeling the financial strain of the season. Yes, the holidays are…
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How Legacy Planning Can Benefit You
There comes a time in everyone’s life when they begin considering the kind of legacy they want to leave behind for the generations of the…
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Achieving the Lifestyle you Envision: Planning for Old Age
Death and taxes can be fairly grim topics, however, as the saying goes, “In this world, nothing is certain but death and taxes.” They are…