The Social Security and Medicare Trustees released their annual reports on the programs’ financing, showing that the future of these vital programs remains at
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A common approach to retirement income planning by some people is the idea that you can just live off your dividends and income, keeping your “principal” intact
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Continuing on the Dangerous Retirement Myths To Watch Out For topic, this week I discuss another popular concept for retirement spending, the Go-Go, Slow-Go, No
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Cliches, soundbites, and myths about retirement planning can get you stuck in old, outdated, or just simply wrong ways of thinking that could put your
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How much money do you need to have saved to retire in comfort and with confidence? This is a top 3 question. The answer, of course, is that it's different for
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Beneficiary designations are one of the most important parts of your estate plan. I’ll share a Federal Court decision that highlights the importance of
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Investment markets can be very volatile. You’ve probably heard that a significant market drop can have long lasting, or even permanent negative effects on your
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The SECURE Act and SECURE 2.0 introduced significant changes to retirement and tax planning, with various effective dates. One major change in 2025 affects
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Join Mark and Chief Investment Officer, Thomas Balis, CFA®, as they discuss the current market environment and what clients should be doing to help manage
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2025 is a year of change for our tax laws. In this video Mark and Dave will discuss the status of tax law changes, some thoughts about proposed changes and what
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It can be exciting when you realize your needs are taken care of and you can start planning for gifting to your loved ones, charities, or other people and
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