Gifts That Matter: Ensuring Your Loved Ones Have a Will
A Unique Holiday Gift: Peace of Mind with a Will This time of year, we often think about gifts—especially for the...
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The Compounding Holiday Gift: Setting Up a Roth IRA for Your Kids or Grandkids
Give the Gift That Grows: A Roth IRA for the Holidays With the holidays in full swing, finding the perfect gift can feel...
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End-of-Year Tax Planning: Key Steps to Prepare for the New Year
Wrap Up the Year with Smart Tax Planning As the year winds down, it’s the perfect time to take a closer look at your tax...
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Thinking of Downsizing? Here’s How to Simplify Your Life as an Empty Nester
Key Takeaways Start with a Financial Evaluation: Consult a realtor to understand your home’s value, potential...
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Why Uninsured Motorist Coverage is Essential for Florida Drivers
Every driver in Florida needs to know about uninsured motorist coverage in Florida. Key Takeaways Uninsured Motorist...
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Key Financial Numbers for 2025: What You Need to Know
The latest key financial numbers for 2025 were recently released. These updated figures play an essential role in tax...
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How Shopping Your Medicare Plan Could Save You
Today, I want to dig into why reviewing your Medicare plan can be so impactful. While it might seem like just another...
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Key Financial Moves to Consider Before the End of 2024
Can you believe it? Halloween is just around the corner, and before you know it, Thanksgiving will be here, followed by...
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How to Prepare for Social Security Changes on the Horizon
Let’s address something that’s been on a lot of minds lately— Social Security. You’ve probably heard the rumors: the...
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Understanding the Widow's Penalty: How to Plan for Future Tax Implications
Today I want to discuss an important topic that can affect many couples, but isn’t often talked about: the widow's...
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Why You Shouldn’t Let Election Hype Affect Your Investment Decisions
I want to wade into the minefield of politics and talk about the upcoming election. But, before you start worrying about...
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Why Checking Your Beneficiaries Could Save Your Loved Ones from Heartache
A number of years ago, a dear client of mine passed away unexpectedly. While his death was a shock to all of us, what...
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