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Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Do You Have an Asset Allocation Plan?

August 9, 2022

There are many different financial mistakes that could set you up for disasters in the future. Many people struggle to understand the basic concepts of financial planning or find these so overwhelming that they’re not sure how to step forward and cover all of their interests.

Not having an asset allocation plan is a problem that is easily avoided. Asset allocation is in fact the most critical factor in determining the return and the risk of the investments you make. However, most people have accounts with randomly selected mutual funds, meaning that you could potentially be under-diversified with 10 funds that all move towards the same type of investment. You want to take a look at these different funds to verify that your different accounts are properly diversified, or you could consolidate all of your accounts. Consolidating your accounts could have potential tax benefits if you have a taxable account and prioritize any of your tax-sheltered accounts that generate high taxes such as high turnover mutual funds, high yield bonds, or REITs. Moving your retirement accounts into an IRA or your current employer’s plan is another positive way to manage your asset allocation strategy.

We will help you get a comprehensive picture of your financial planning goals and ensure that you have the right asset allocation and risk management approaches for all your planning. Our firm has extensive experience in working with people to complete this process.

Having an outside professional guide you through this process can make it much easier to approach all of these complex goals and to keep them working together collaboratively. Set aside a time to meet with an experienced and knowledgeable estate planning lawyer about your next steps.


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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
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more