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Our first priority is helping you take care of yourself and your family during these extraordinary events. As our nation and the world grapples with these tremendous challenges, it is imperative we prepare ourselves and families for the unexpected. To help you be prepared we are sharing 7 non-financial documents every individual should have in place. We encourage you to watch this 13 minute video discussing the importance of these documents in your life. Our practice is offering to walk you, your friends and family through these important documents by phone and/or virtual help. Please forward this link to all of your friends and family. There is no cost or obligation to this service. We want you to be prepared, safe and healthy during this crisis.
We offer a comprehensive wealth management platform that gives you access to robust, well-diversified portfolios that are specifically geared toward your personal financial goals. Our investment process is designed to protect and grow wealth. It considers each client’s risk tolerance and aims to limit significant market losses.
Since health care is one of the largest expenditures retirees face, Medicare planning is a key component of any successful retirement plan. Access to quality healthcare is crucial for retirees to maintain their good health in order to enjoy the retirement they dreamed about during their working years!
The majority of Americans save their retirement assets in tax-deferred vehicles like 401(k)s and IRAs. But what happens when tax rates go up? If you can't accurately predict what tax rates will be when you take those dollars out, do you know how much of that money is actually yours?