Featured Blogs
Maximizing Charitable Giving with your IRA
Let’s take a closer look into the interconnected themes of charitable giving and minimum distributions from IRAs, exploring the nuanced strategy of Qualified Charitable Distributions (QCDs) and how they can…
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Long Term Care Awareness Month – Common MisConceptions.
Common MisConceptions – As we navigate the twists and turns of life, certain topics demand our attention, and one such critical aspect is long-term care. With November designated as National…
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Tax Talk – The Hidden Healthcare Tax
Tax Talk – The Hidden Healthcare Tax: Fall is a season many of us eagerly anticipate. With the changing leaves, cooler temperatures, and the return of football, it’s a beautiful…
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Planning for Healthcare in Retirement
First Friday Focus: Planning for Healthcare in Retirement First Friday Focus: Planning for Healthcare in Retirement:As the seasons change and we transition into fall, it’s a fitting time to discuss…
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Deciphering Fed – Managing Market
Making Sense Of The Federal Reserve Meeting and Navigating Market Volatility Deciphering the Federal Reserve Meeting: What it Means for Your Investments We understand that parsing through Federal Reserve statements…
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refinancing-reversed – Capitalizing on Rates
refinancing-reversed – Capitalizing on Rates Over the past year or so, there has been a lot of discussion surrounding interest rates, particularly regarding the actions taken by the Federal Reserve…
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Tax Talk – Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this game. They are always eager to disappear and reappear in the game. It’s amusing how little children believe…
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First Friday Focus: Estate Planning 101
The Basics of Estate Planning, with Nels Donovan Estate planning can often seem like a complex and distant concept, but in reality, everyone has an estate plan. The key question…
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