Preparing for end-of-life care and decisions is uncomfortable and can feel morbid. Still, preparation can ultimately be a comfort to you and your family if and when the time comes to carry out those directives. The U.S. population continues to age, and medical innovations are prolonging lifespans.  This means that almost everyone will experience making…

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In the event that you die or become incapacitated, have you adequately entrusted your assets to those you love? Wills are not just for the wealthy. According to caring.com, only 22.5% of 35–54-year-olds and only 44% of 55+ year-olds have estate planning documents. The Covid-19 pandemic also prompted younger people to see the importance and…

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Saving for your children’s or grandchildren’s college education can seem like a daunting task, especially with the skyrocketing costs of higher education. Since 2000, the average annual cost to attend a U.S. college has more than doubled—and it shows no signs of slowing. According to Sallie Mae’s annual How America Pays for College report, American…

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What you should know, key planning elements & why men should listen up, too! Planning for retirement and beginning this stage of life is multi-layered. It’s true that 90% of all women will eventually be solely in charge of household finances.1 This data is compounded by the fact that only 20% of women feel very…

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Estate planning is important, no matter your age, wealth, or financial assets or status. Basic estate planning often covers a will and advanced healthcare directives, which lets your medical team and family know your wishes for your health and care in life-threatening medical situations. A living trust is an extension of estate planning—more advanced and…

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7 Strategies to Cut Your Tax Bill

Here are 7 strategies you can use besides deductions and credits to cut your tax bill: Tweaking your W-4 to increase your withholding if you have a huge tax bill. Decrease your withholding if you received a huge refund. Putting Money directly from your paycheck into a 401(k). This prevents the IRS from taxing whatever…

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As you may know, probate is the legal process of “proving” a will after someone’s passing. Often times this process can take months, even years to resolve or conclude. Once probate begins after a person dies, that person’s assets become part of his or her estate unless those assets were co-owned by someone else, such…

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