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A recent survey found that 18% of workers are very confident about having enough money ...

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Disability and Your Finances

The Social Security Disability Insurance program paid out over $150 billion in benefits in 2023. ...

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US Companies Are The Innovation Leaders

We watch many economic trends and business issues evolve as a financial professional. The rapid ...

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Cheers to 2020!

January 9, 2020

Happy New Year! It is 2020 and if you’re anything like me, you’ve set some goals for this year.

Maybe your goals involve estate planning. Maybe your goals involve financial planning. Maybe your goals involve just eating healthier. This is not an optical illusion. This drink is actually green and it is made for me with love by my wife, Pinky. It’s spinach, there’s a protein powder and if you really want the recipe, I’m not the right person to ask.

My point is I have goals that I want to accomplish this year and I know what I’m capable of. I know that I’m a powerful strong person. But I also know that I need a little bit of help and there’s nobody who’s a bigger advocate for health that I know than my wife and I’m going to get her help.

To that point, if there’s anything that we can help you with, don’t hesitate to reach out to us. Check out our blog piece on setting your goals for 2020. And as a final note, cheers to 2020. Hope to see you this year!


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Catch-Up Contributions

A recent survey found that 18% of workers are very confident about having enough money ...

The post Catch-Up Contributions first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Disability and Your Finances

The Social Security Disability Insurance program paid out over $150 billion in benefits in 2023. ...

The post Disability and Your Finances first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
US Companies Are The Innovation Leaders

We watch many economic trends and business issues evolve as a financial professional. The rapid ...

The post US Companies Are The Innovation Leaders first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more