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Change in the financial planning landscape is a given. We routinely post content that will help you stay current with legislative topics, financial planning tools, and everything you want to know about retirement strategies.
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Social Security Planning: A Balancing Act
Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement: “When should I (or we) start taking my (or our) Social Security?”
3 Steps of Tax Planning in Turbulent Times
Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know? The particulars may evolve, but it seems
Building Lifetime Wealth, 80/20 Style
Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it. This doesn’t always work. Sometimes, it’s worth going the extra mile. But often, by
February Updates from Buckingham Strategic Partners
2022 Investment Lessons 2022 was a rocky year for markets. Buckingham’s Head of Financial and Economic Research Larry Swedroe shares 10 investment lessons that show sticking to a well-thought-out plan remains the best strategy. READ MORE Economic Views: Inflation May
Is It You or Are We In A Recession?
There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related
The SECURE 2.0 Act – 101
Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th, 2022. Both pieces of legislation seek
When Should You Take Your Social Security?
Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement: “When should I (or we) start taking my (or our) Social Security?”
2023 Personal Financial Calendar
Assessing Your Financial Goals for 2023 For many, the turn of the new year is a time to self-reflect and make resolutions. There’s no better time to assess your financial goals for the new year and beyond by following proper
5 Financial Wellness Tips Your Employees Will Thank You For
One of the most valuable benefits employers can offer is a financial wellness program. Learn how it can help employees reduce stress while improving workplace productivity. Financial wellness programs are becoming an important benefit for companies of all sizes. In
Year-End Charitable Gifting and You
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to both you and your chosen charity. Keep
IRA contributions: The earlier, the better
If you’re under age 50, you can contribute up to $6,000 across one or more IRAs for 2022. If you’re age 50 or older, the limit is slightly higher ($7,000).* You can make an IRA contribution for a given year
Long-Term Care: Facing The Future
As we wrap up LTC Awareness Month, it’s a stark reminder that nobody likes the idea nor the possibility of needing long-term care (LTC). But the truth of the matter is 70% of those age 65 and older will need
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