How $1 Can Lead to Costly Surprises

The $1.00 Difference: How IRMAA Can Lead to Costly SurprisesMedicare’s Income-Related Monthly Adjustment Amount (IRMAA) is essentially a

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Do You Have a Plan for Your Financial Future… Or Just a Portfolio?

When we first spoke, Betty and Jim told me they already had a written financial plan and were

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Beyond the Balance Sheet: Retirement’s Unsuspected Challenges

Transitioning to retirement can be far more challenging than anticipated. Even when you are financially set, retirement can

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Tax Forecasting vs. Tax Planning

I recently had a chat with a client. She was complaining about the amount of income taxes that

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3 Books to Set You Up for a Great Year

Have a long list of things you think you need to do in order to take your business

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Not All Financial Advisors are Created Equal-How to Pick One Right for You

Some women who become suddenly single through death or divorce may face a dilemma-they are now the sole

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