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We help individuals and families pursue their ideal retirements.

Moving During Retirement

August 30, 2021

Some people stay in place when they retire, while others buy a second home or relocate entirely. If you’re thinking of buying a new home, should you plan the purchase…

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Roth vs. Traditional IRA: Retirement and Estate-Planning Advantages

August 23, 2021

It would be nice if the Roth IRA had been around as long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution…

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Reshoring: What’s the Future for Products and Services Made in America?

August 16, 2021

According to a recent survey of supply chain professionals, the COVID-19 pandemic interrupted 98% of global supply chains. Among the most disruptive supply challenges was the procurement of personal protective…

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Midyear Market Outlooks

August 9, 2021

In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes…

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Putting Inflation Expectations in Perspective

August 2, 2021

Historically, inflation has been highly correlated with unemployment levels. When more people were out of a job, inflation was lower. As more people got jobs, inflation increased. From an economic…

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Retirement Withdrawal Strategies

July 26, 2021

As hard as retirement saving and investing may seem, that’s the easy part. The real challenge is figuring out how to make your accumulated savings last throughout your and your…

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Demographics differing on retirement plans

July 19, 2021

According to PwC’s recent Retirement in America report, the median retirement savings among people ages 55 to 64 is $120,000. Unfortunately, that likely would provide less than $1,000 per month…

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All About RMDs

July 12, 2021

There really is a purpose behind required minimum distributions (RMD) of tax-advantaged retirement accounts. IRAs and employer-sponsored retirement plans feature tax-deferred income contributions and earnings growth throughout the lifetime of…

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How Infrastructure Spending Affects Municipal Bonds

July 6, 2021

According to the American Society of Civil Engineers, the 10-year tab to meet the country’s basic infrastructure needs is about $6 trillion. The report, published in March, includes $125 billion…

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Tax Strategies

June 28, 2021

In an effort to pay for new legislation, the Biden administration has proposed higher taxes for the nation’s highest earners. The president advocates returning the top tax rate to 39.6%…

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Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

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