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  • Health Savings Accounts: Pros, Cons, and Retirement Considerations

    What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover only a portion of the cost. If you’re well past the braces stage, what if…

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  • Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)

    Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to confusion, potential family disputes,…

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  • Navigating the Costs of Senior Care: Tips for Preparing for Long-Term Care

    Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it’s crucial to be prepared for these expenses. In this blog post, we’ll…

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  • Living Trusts: Understanding the Basics and Key Considerations

    Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes. One popular tool that can be used in estate strategies is a living trust. A living…

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  • Trying to Time a Recession?

    Economies move in cycles – always have, always will The Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains stubbornly high. This may cause the Fed to keep…

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