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2023-11-08 12:01:52 - Translate -

Finding an Financial Advisor is Like Dating
Finding a financial advisor can be somewhat similar to dating in some respects, as both processes involve finding a compatible partner who meets your specific needs and preferences. Here are some ways in which finding a financial advisor can be compared to dating: Compatibility: Just as in dating, you'll want to find a financial advisor who is compatible with your financial goals, risk...

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2024-02-13 06:50:21 - Translate -

Estate Planning Trends for 2024
With 2024 in full swing, here are some key estate planning considerations for the year ahead. I encourage you to take a look below and do not hesitate to reach out to our team with any questions. Tax Changes in 2026 As you may know, the current tax exemption amount of $13.61 million is scheduled to revert to its previous $5 million threshold in 2026 (likely adjusted for inflation to $7...

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2024-02-13 07:02:21 - Translate -

Protecting Your Retirement from Inflation: Strategies and Insights
Many people are concerned about inflation on a national and global level. But a lot of my clients’ concerns are much closer to home. On a personal level, inflation unquestionably affects how much your retirement dollars will be worth. Over time, it can seriously dwindle your nest egg, which is the opposite of the direction you’re trying to go in. With that in mind, we wanted...

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