Post-Deadline Tax Tips

The tax filing deadline has come and gone. If you didn’t file a tax return or an extension but should have, you need to take action now.

Reaching Retirement: Now What?

You’ve worked hard your whole life anticipating the day you could finally retire. Congratulations — that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets to give them lasting potential. Review your portfolio regularly Traditional wisdom holds that retirees should value the safety of their principal above […]

Helpful Retirement Savings Tips

Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and the unpredictable future of consumer prices, most people don’t even know where to begin. Here are some suggestions to help you get started. Determine your […]

Ways to Protect Your Assets with Estate Planning

As you begin to accumulate substantial wealth, you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others. To insulate your property […]

What You Need to Know About Trusts

Whether you seek to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts help you accomplish estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose. Although trust law is complex and establishing a trust […]

Long Term Care – Choosing a Facility

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What is Long Term Care Insurance?

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Long Term Care: Payment Options

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Long Term Care: Types of Care

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