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Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

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Study Show Few Employees in America Are Confident in Their Retirement

Do you have a solid retirement or estate plan? If not, you could be exposed to unnecessary challenges in the future or put your loved ones in a difficult situation.

Only 24% of US workers reported that they were very confident they’ll be able to retire in the lifestyle they want, according to a new study from the Trans America Center for Retirement Studies.

Demographic segments also have multiple implications for how people feel about retirement. In total, just under 35% of workers who have a household income of over $100,000, for example, are very confident about their future retirement, but that number drops all the way down to 14% for household incomes between $50,000 and $99,999.

Urban workers are more likely than rural and suburban workers to feel confident in their retirement abilities and those with full time positions are more confident that they’ll be able to retire at the age and lifestyle level they want. It becomes extremely important to consult with a knowledgeable estate planning lawyer about your individual goals and how they connect to your retirement strategy.

The support of a lawyer is instrumental in giving you the help to navigate through this process and increase your chances of a comprehensive planning strategy that adopts your retirement and estate planning goals.

 

Schedule your free Exploratory phone call

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can be of assistance.

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listings and become a part of an amazing team.

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Listen in, Join the Conversation!

Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

The post Creating a Financially Organized Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more