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Last Updated on November 9, 2022 Don’t be the person who finds out in 2023 that they paid the IRS too much

Last Updated on February 28, 2024 “The Dow dropped 1,000 points!”, screams the television financial reporter. So, what?  I don’t know why

While people create trusts during their life, estate plans often include the creation of trusts at death. Knowing who you will put

Last Updated on February 28, 2024 In the financial planning world, annuities can feel like a dirty word.  They are an extremely

Last Updated on October 25, 2022 One of the common questions I receive from people approaching retirement or people in retirement is,

Let’s talk about the impact of caregiving – notably, the negative effects of caregiving.  I’ll spend a little time talking about the

Last Updated on February 14, 2025 It’s that time of year where you should start to receive your Medicare “Plan Annual Notice

Many people I meet prefer the idea of aging in place. Unfortunately, aging in place is expensive and not possible for everyone. 

Last Updated on March 26, 2025 Unlike most experiences in life that you can do more than once, you get one opportunity

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