Insights Category: Estate Planning
Estate Planning / Financial Planning / Retirement / Social Security / Taxes
Social Security: Five Facts You Need to Know
February 22, 2024
Social Security can be complicated, and as a result, many Middle-Class Millionaires don’t have a full understanding of the choices...
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401K Plan / Estate Planning / Financial Planning / Retirement / Saving & Budgeting / Social Security
Important Birthdays Over 50 and Financial Tips to Keep in Mind at Each
January 26, 2024
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’re closer to...
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Estate Planning / Financial Planning / Investment Strategies / Market Updates / Retirement
Navigating Retirement Pitfalls
August 16, 2023
Avoid Common Retirement Planning Mistakes Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and...
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Estate Planning / Financial Planning / Financial Risks & Downturns / Healthcare / Investment Strategies / Retirement
Insurance Needs Assessment: For Empty Nesters and Retirees
July 26, 2023
With the children now out of the house, financial priorities for Middle-Class Millionaires become more focused on preparing for retirement....
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Estate Planning / Financial Planning / Investment Strategies / Retirement
Nine Facts About Retirement
July 25, 2023
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members....
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College & Student Loans / Estate Planning / Financial Planning / Investment Strategies / Retirement
9 Facts About Social Security
June 29, 2023
Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know...
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College & Student Loans / Estate Planning / Financial Planning / Investment Strategies / Retirement
How Women Can Prepare For Retirement
June 29, 2023
For our parents, living to 75 amounted to a nice, long life, and Social Security was often supplemented by a...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Eight Mistakes That Can Upend Your Retirement
May 16, 2023
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes...
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
9 Facts About Retirement
April 18, 2023
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members....
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Estate Planning / Financial Planning / Investment Strategies / Retirement / Taxes
Traditional vs. Roth IRA
March 29, 2023
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth...
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