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The Financial Wisdom of the Wealthy: Banking Practices That Build Wealth
March 18, 2024

Understanding how the affluent manage their finances can offer valuable insights for anyone seeking to enhance their money management skills. Among the key strategies employed by the rich are prudent banking practices aimed at preserving and growing wealth. Here’s a closer look at some of the banking mistakes wealthy individuals…

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Planning for the Future: New 2024 Retirement Contribution Limits
January 8, 2024

As we set our sights on the future, it’s essential to revisit our retirement savings strategy, and the newly announced contribution limits for 2024 provide a timely opportunity to do just that. For individuals contributing to 401(k), 403(b), 457 plans, and Thrift Savings Plans, the new limit stands at $23,000….

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Exploring New Horizons in Retirement Planning for a Secure Future
November 13, 2023

Retirement planning is evolving in response to changing demographics, economic uncertainties, and societal dynamics. As we enter an era marked by extended life expectancies and novel approaches to work and leisure, staying attuned to emerging trends in retirement planning is essential for ensuring financial stability in your golden years. Here,…

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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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Guarding Your Retirement Nest Egg against the Inflation Erosion
September 5, 2023

As you map out the path to your golden years, the lurking presence of inflation demands your attention. This silent force, the gradual rise in the cost of goods and services, holds the power to significantly impact your retirement savings and your envisioned lifestyle. Your dream of a secure and…

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Retiring in the Next 10 Years? 7 Things to Do Now
August 15, 2023

If you’ve reached your fifties, you might be feeling like it’s time to kick retirement planning into high gear. Whether you dream of traveling the world, spending time with family, or pursuing hobbies, taking the following steps can help you achieve your retirement goals in the next decade. Set Clear…

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What is the “Silent Retirement Crisis” and How Could It Impact You?
August 15, 2023

Recently, Blackrock CEO Larry Fink made headlines when he sent a Chairman’s Letter to his investors, warning of a “silent crisis” set to impact retirees in the near future. But what is this silent crisis, and it is as bad as it seems? Most importantly, what can we all do…

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