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  • 7 Don’t-Miss Strategies for Planning for Income in Retirement

    It's one thing to build up your retirement savings so you can retire, but equally important is the planning you should do to minimize the tax bite after retirement. The task may take some time, so it’s important to plan in advance. Tax rules can be complicated so don’t hesitate to seek advice from a CFP® professional.
  • 4 Steps to Improved Retirement Income Planning

    What’s so hard about retirement income planning? After all, you just pick an investment and put a check in the done box, right? Sadly, history tells us that those who take such an oversimplified approach to this important phase of their lives may be doomed to bounce fecklessly from one strategy to the next, never fully realizing any of the potential benefits. Worse yet, such a strategy may even jeopardize one’s long-term retirement goals.
  • 6 Ways to Cut Your Income Taxes After a Windfall

    The money you get when coming into sudden wealth, whether through a lawsuit settlement, business sale, entertainment or sports contract, or stock options, can disappear in a hurry if you don't manage federal and state income taxes correctly.
  • Estate Plans 101: What They Are and Why We Need Them

    Do you have an estate plan? Do you even need one? Let me explain why the answer to the first question should be YES and the answer to the second is DEFINITELY YES!
  • Gifts of Value

    Usually thought of as end-of-life gifts, bequests or legacy gifts can nevertheless be part of our giving today. Regardless of when given, they require careful thought and planning in order to make them meaningful. A hastily written check or wire transfer, no matter the commas or zeroes in the amount, won’t work. While the recipient of such a check or transfer may see all sorts of “wings” in those zeroes, where are the “roots”? Where is your voice and wisdom in helping them to use the gift wisely?