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How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Social Security, Medicare, and HSAs

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Three Fears Dominating Investor Conversations Right Now

October 12, 2022

The pandemic has turned the world upside down. For some, it was a matter of simple financial survival: checking in regularly, keeping an up-to-date estate plan, and making decisions about what they wanted the future of their work to look like. For others, however, there are now long-term fears emerging about what this means for investments, savings, and retirement.

One recent study from Nationwide found that only 39% of investors are optimistic about the upcoming 12-month outlook. Relatedly, less than half of investors and financial professionals have reported optimism.

The survey also identified three major fears coming out at the top of the list for investors and investment professionals alike: taxes and inflation, recession concerns, and volatility.

The truth is that all three of these are legitimate concerns and that all of them may pop up as issues throughout your investment journey. Every investor knows there are different things to be aware of and that ups and downs are normal. Knowing this is half the battle because it allows you to make and adapt your game plan as needed. Planning and discussing changes in investment plans are some of the best ways to regain control of what you want out of your strategy.

One of the most challenging things for people in this time of uncertainty affects those 5-10 years from retirement. It’s possible that your job situation changed or that your intended retirement date is now different. In those circumstances, it’s very helpful to have the insight of qualified and experienced financial professionals to help you work through a few scenarios. Even though you might not know the exact date for your retirement since it could depend party on some of these outside circumstances beyond your control, knowing your primary plan and your backup plan gives you a sense of control knowing that you have options available to you.

Want to talk through your options? We’re here to help.


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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
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more