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What’s New In Retirement Planning for 2021?

Most people look forward to retirement and achieving their retirement goals, such as moving to a warmer climate, traveling more, or spending extra time with friends and family. People often need to begin planning years in advance to achieve those retirement goals.

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A Strong Relationship with a Wealth Partner Can Help Couples Feel Confident Moving Forward

It is not unusual for couples to divide household responsibilities and focus on their respective strengths. This division of labor, while helpful in many areas of life, can have unexpected consequences related to retirement and estate planning. One person often takes full responsibility for the family’s finances, unintentionally leaving their significant other in the dark.

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Three Tax-Planning Strategies to Consider Before Year-End

With the presidential and congressional elections less than two months away, many taxpayers are probably wondering whether a new administration and a new Congress might pass sweeping reforms to dramatically alter the current tax landscape. In the interim, following these three planning strategies today may help bolster tax savings, regardless of which candidates take office in 2021.