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Tag: Planning

Four Tips for Downsizing in Retirement

Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It…

Weathering the Storm: Are You Prepared?

Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and…

Financial Planning for Expectant Parents

When a couple discovers that they are expecting a child, they are often overwhelmed with feelings of joy…and anxiety. According…

Estate Tax Versus Inheritance Tax — What’s The Difference?

One of the most important components of financial planning is ensuring a sound plan is in place for the transfer…

Long-Term Care Insurance

Individuals often overlook the importance of having a plan in place that will prepare them for a potential loss of…