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Navigating the 2025 Estate Tax Sunset: A Guide to Lifetime Giving and Split Gifts
November 5, 2023

Estate planning is a complex process that requires careful consideration of various factors, including the estate tax. The year 2025 is significant for estate planning due to an impending change known as the “Estate Tax Sunset.” The 2025 Estate Tax Sunset The Estate Tax Sunset is a term used to…

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Maximizing Social Security Benefits: Tips for Optimizing Your Payout
October 16, 2023

Social Security benefits play a crucial role in providing supplementary income during the retirement years. Maximizing these benefits is essential for securing a comfortable retirement lifestyle. Luckily, we have a number of strategies to help you accomplish that goal. 1. Delay Claiming Your Benefits. One effective strategy to maximize Social…

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The Power of Compounding: Starting Your Retirement Savings Journey
October 9, 2023

When it comes to saving for retirement, time is your most powerful ally. The earlier you start saving, the more you can benefit from the magic of compounding. Compound interest is like a snowball rolling downhill, steadily growing and gaining momentum. Let’s discuss how you can harness the power of…

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Retirement Healthcare Costs: Planning Ahead for Medical Expenses
September 11, 2023

As you embark on your journey towards retirement, it’s important to remember that healthcare costs are a significant factor that can impact your financial well-being. Medical expenses tend to increase with age, and planning for these costs is crucial for maintaining a comfortable and secure retirement. Here’s why and how…

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