Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be figuring out how to pay for it. It can be tempting to…
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The College Funding Toolkit for High-Earning Families
Trust Fundamentals: A Flexible Framework for Your Estate
You’ve worked hard to build your wealth, you have the strong nest egg for your retirement years, but how are you going to pass down any remaining wealth to your family, kids, and grandkids? Where…
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June Market Commentary – Hiring Makes An Unexpected Recovery, But A Rate Hike May Be On The Horizons
The war with Iran remains highly tumultuous despite April’s indefinite ceasefire extension. The truce has been critically strained by a continuous “dual blockade” in the Persian Gulf and direct military flare-ups, with U.S. retaliatory strikes…
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Wait or Win? Timing Social Security and Taxes
Minimizing taxes in retirement is just as important as it is during your working life – but since the source of your income has changed, you need to deploy different strategies. We’ll take a look…
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May Market Commentary – A New Fed Chairman Takes the Helm
The ongoing war with Iran appears to have no clear off ramp in sight, and the ceasefire seems to be on tenuous ground. The equity markets, responding in part to a historically strong earnings season,…
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Long-Term Care Insurance Premiums: Understanding Costs and Finding Affordable Coverage
Long-term care insurance (LTCI) can play a helpful role in retirement planning – for some people. In general the coverage helps individuals cover the cost of services such as home health care, assisted living, and…
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April Market Commentary – Markets Are Up, Consumers Are Down
We’re a little more than a month into the war with Iran, and recent data releases are beginning to tell a story of the impact on the economy. Growth expectations are lower, inflation is higher…
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Understanding Social Security Spousal Benefits: Rules, Strategies, and Timing
Social Security spousal benefits are one of the most valuable—and most misunderstood—features of the retirement system. For married couples, coordinating when and how each spouse claims benefits can mean tens or even hundreds of thousands…
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March Market Commentary – Shocks at Home and Abroad
The market barely had time to digest tariffs and AI when the Trump administration began a war against Iran. After the initial reaction, the market appeared to recover somewhat, as investors likely began to lean…
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Growing Wealth Means Managing Spending, Saving…and Debt
Getting serious about reaching your financial goals means keeping a handle on what you’re spending, so you can maximize what you’re saving. Budgeting focuses on your outflows and can help you ensure you are meeting…
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