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Article-5094

July 4, 2017 |

How Much Can a Job Loss Today Cost You by Retirement?

  What happens if you lose a job in your 30’s, 40’s, or 50’s? Doing so could impact your life significantly, it turns out. If ...

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Article-5091

July 3, 2017 |

Is a Lack of Business Succession Planning Threatening Your Company’s Health?

Have you spent a good portion of your life growing the viability of a business? If so, you can’t ignore the second step of a ...

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Article-5088

June 29, 2017 |

Retirement Account Loans: Do They Make Sense?

If you have designated someone to receive the assets inside your retirement account after you pass away and you then take a loan, there are ...

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Article-5085

June 28, 2017 |

Naming More Than One Beneficiary: A Smart Estate Planning Move

When contemplating your estate plan in full, it’s a good idea to ensure that you have more than one person listed on your accounts asked ...

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Article-5081

June 27, 2017 |

What’s the Difference Between Your Legacy Plan and Your Estate Plan?

When it comes to looking towards future, there are many different components you need to consider. If you have a will, a simple trust, and ...

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Article-5078

June 26, 2017 |

Estate Planning Is About More Than Taxes

Most people assume that estate planning is only for the extremely wealthy but that is not the case. Do you have elderly parents? Assets like ...

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Article-5065

June 22, 2017 |

Managed Care at Home Becoming a Common Form of Long Term Care

  The long-term care landscape for Medicaid is changing quickly and this may cause us to consider as a society how to reconsider the way ...

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Article-5067

June 21, 2017 |

The Most Fundamental Error You Can Make in the Estate Planning Process

  Far too many studies show that Americans who are most in need of estate planning have done absolutely nothing to protect themselves. Some of ...

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Article-5069

June 20, 2017 |

Tips for Making Any Retirement Goals Stick

  Planning ahead for your retirement is important in conjunction with your estate planning. A study by Fidelity Investments recently identified that up to one-third ...

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Article-5062

June 19, 2017 |

The Benefits of In-Home Care for Seniors When Compared with Nursing Homes

As you or your elderly parents age, there will frequently come a time when a new level of care becomes important. This is the appropriate ...

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Recent Posts

Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains

Explore five tax-aware strategies investors use to manage portfolio capital gains, including tax-loss harvesting, basis step-up planning, and trust strategies. Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains For many successful investors, managing capital gains taxes becomes increasingly important as portfolios grow and liquidity events ...

<p>The post Five Strategic Ways High-Net-Worth Investors Can Manage Portfolio Capital Gains first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>