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Financial Considerations for 2024

What to be aware of in the financial realm as we head in to the new year.

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Downsizing

Many people think about downsizing in retirement.  Here are things to be aware of if you're thinking about downsizing in your life.

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Securing Your Financial Future

Steps you and your family can take today to ensure financial stability down the line.

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Secure Act 2.0

At the very end of 2022, Congress passed the Secure 2.0 Act that has several key provisions that will affect your retirement plans moving forward.  Here are the details.

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Working Part-Time in Retirement

Things to consider if you plan to work part-time in retirement.

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Long-Term Care Insurance

Long Term Care insurance and the decisions related to whether this coverage is appropriate

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Qualified Charitable Distributions (QCDs)

Learn about how Qualified Charitable Distributions (QCDs) can positively impact your tax burden in retirement.

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