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Blog

Article-123486

July 1, 2022 |

Are We Headed for a Recession?

One of the benefits of being bald is that hair lines become a non-issue.  Don’t need to worry about receding there.  I practice pretty good ...

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Article-123482

June 27, 2022 |

How Is a Financial Advisor Different From An Estate Planning Lawyer?

It is true that you may engage several different professionals to assist you with the process of creating your estate plan. It is also true ...

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Article-123471

June 24, 2022 |

History Shows That Stock Gains Can Add Up after Big
Declines

Is timing everything? Based on the picture below, timing can make a huge difference between a good day and a bad day. But with stock ...

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Article-123464

June 22, 2022 |

Light at the End of the Infation Tunnel?

How many times have we heard some version of the phrase ‘past performance does not guarantee future performance’? And, well, it’s true. It doesn’t guarantee ...

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Article-123454

June 20, 2022 |

What is a Retirement Plan Self Audit?

Your plans for retirement might adjust over the course of your life, and you need a way to check in and make sure you’re on ...

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Article-123442

June 17, 2022 |

Don’t Let Talk of Market Cycles Take You for a Ride

It’s human nature to want to think that seemingly unrelated things are related. We look for patterns and cycles. The same thing is true for ...

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Article-123438

June 16, 2022 |

Business Owners Need an Asset Protection Plan 

Protecting the today and tomorrow of your business is important, and most business owners recognize the broad range of different kinds of risks and challenges ...

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Article-123428

June 15, 2022 |

Women Seek out Lower-Risk Wealth Portfolios, Study Says 

A new research study completed by StashAway found that many women in the Middle East make consistent and long term investing behaviors, but at lower ...

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Article-123423

June 1, 2022 |

Study Shows Lack of Financial Education Expensive For 80% of Americans

A recent study completed by Go Banking Rates found that when asking 1,000 adults in America how they feel about their finances, only 20% of ...

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Article-123060

May 27, 2022 |

What To Do During Periods on Inflation

So, we all talk about what exactly is Inflation? Inflation is a general increase in the prices of goods and services in an economy. When ...

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Recent Posts

Why Estate Planning Is About More Than Just a Will

Learn the key differences between wills, trusts, probate, and estate planning strategies designed to help families stay organized, protected, and prepared. Why Estate Planning Is ...

<p>The post Why Estate Planning Is About More Than Just a Will first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Rethinking the 4% Rule: How Retirement Withdrawal Strategies Are Evolving

Explore how the traditional 4% retirement withdrawal rule is being re-evaluated in today’s market environment and considerations for modern retirement income planning.  Rethinking the 4% ...

<p>The post Rethinking the 4% Rule: How Retirement Withdrawal Strategies Are Evolving first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy

Explore the unique financial challenges women face after age 65 and how coordinated tax, wealth, and estate planning can help support long-term security and legacy ...

<p>The post The Financial Reality for Women After 65: Planning for Longevity, Income, and Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>