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Our Wealth Planning Blog
6 Quick Ways to Observe Financial Planning Month
October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. And while we focus on this topic all year long (and enjoy it!), we get that it might not be the most exciting thing to celebrate. October definitely has more exciting things happening, like pumpkin spice everything, cardigan and cozy scarf weather, [...]
Managing Taxes in Your Estate Plan
Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets differ from the strategies required to help generate sustainable income and manage spending. During this phase, managing taxes and maintaining access to liquidity become important priorities. For families who want their life’s work to directly benefit children and [...]
Is Your Retirement Income Weatherproof?
For decades, your daily ritual may have involved morning coffee, the commute, demanding work schedules, and, of course, saving for retirement. As retirement approaches, you may have built a financial plan designed around your long-term goals and desired lifestyle. However, given ongoing economic news and market volatility, it is natural to evaluate how fluctuations in the market may impact your [...]
Addressing Longevity Risk: Planning for a Retirement That Lasts
When you picture your retirement, what do you see? Perhaps it’s a cross-country road trip, dedicating time to a long-neglected hobby, or finally spending uninterrupted weeks with family. For decades, the financial focus leading up to these years has primarily been on accumulation. One of the biggest concerns for retirees today is running out of money, so we often focus [...]
College Tuition or Retirement Confidence? How About Both?
You’ve worked hard to build a stable life for your family, and as your child nears high school graduation, it’s natural to want to extend that stability by helping them pursue higher education. Yet beneath the pride and excitement, a quiet anxiety can sometimes surface: how will the cost of tuition impact your own financial independence? Many parents find themselves [...]
