Preparing for the 2021 Tax Season

How a financial advisor can help you manage your taxes this year  Reducing your tax burden can help you manage your wealth and free up

Tax Tips for Charitable Donations

Charitable giving is a great way to support the causes you care about while also getting a tax break. In 2020, Congress passed the Coronavirus

4 Smart Money Moves for 2021

With the new year in full swing, it’s a great time to take stock of your personal finances. From building a budget and saving for

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How to Make a Wealth-Transfer Plan

A well-designed plan protects your wishes and helps avoid conflict among your heirs. A wealth transfer plan guides the movement of your assets from your

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The Importance of Long-Term Care Planning

Long-term care coverage can fill in the gaps other health care insurance leaves behind.  Long-term care insurance helps cover the cost of assistance with daily

Preparing for Healthcare Costs in Retirement

For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying. Much of that changes at 65. That’s when