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Fall is a season of change. As the weather gets cooler and the leaves on the trees start to change color, it’s a reminder that winter is around the corner. You may be refreshing your winter attire or making plans for the winter season. In the same way you adjust for a new season, you […]Continue reading
You’re probably familiar with the classic retirement accounts such as 401(k)s, IRAs, and pensions. But did you know there is a financial product out there that is customizable and can be tailored to your specific risks and financial goals? An annuity is an insurance-based financial product that takes in payments from individuals and pays them […]Continue reading
Let’s talk about tax brackets. They aren’t straight across the board but graduated based on income, meaning most taxpayers fall into more than one bracket. Current tax brackets are 10%, 12%, 22%, 24%, 32%, 35%, and 37%, and you could fall into as few as one and as many as all. Check this example […]Continue reading
Planning for the future is an easy thing to put off. You may think you’re too young or healthy to worry about things like life insurance or long-term care (LTC), but that’s not really the right way to frame the mindset. The reality is, without working with your financial professional to properly plan for your […]Continue reading
