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  1. Blog
  2. 2018
  3. October

Posts in October, 2018

  • Discussing a Document
    Oct 31 Mind the Gap: Estate Tax Cliff

    “When the Tax Cuts and Jobs Act went into effect, many clients and advisors assumed that their days of worrying about the estate ...

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  • Doctor Talking to a Patient
    Oct 25 Ready To Retire? Worried About A Bear Market? Here’s How To Prepare

    “For each year in which a bull market persists, workers become likelier to retire. However, those who leave the workforce now—the ...

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  • Discussing a Document
    Oct 23 The Time to Plan is Now and Not Later

    “The client wanted her surviving spouse to have access to her work email, but her employer shut down the email account following ...

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  • Doctor Talking to a Patient
    Oct 15 BIG Retirement Mistakes You Might Make

    Though retirement can be a fulfilling time in people’s lives, it can also be a stressful one. This especially holds true, if you ...

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  • Doctor Talking to a Patient
    Oct 11 A Completely Different View of 401(k)s and Retirement Savings

    “A 401(k) plan ensures that you have money to spend during your retirement years. However, there are reasons why a 401(k) stinks.” ...

    View Article
  • Laughing
    Oct 09 Planning for the Sad Truth of Growing Old Together

    “If you’re part of a married couple, it’s highly likely that one of you will become a widow or widower at some point. Married ...

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