Retirement & Estate Planning

Featured Article: Don't Miss Out on Your 2023 Tax Breaks

Don't Miss Out on Your 2023 Tax Breaks It’s time to shake a leg on year-end tax planning. As usual, most moves affecting 2023 taxes must be completed before Jan. 1, just weeks away. Here are areas to tackle now—and a few…


Featured Article: Smishing: A Silly Word for a Serious Fraud Threat

Smishing: A Silly Word for a Serious Fraud Risk Smishing SMS + Phishing. These phishing attacks, in which scammers target victims through text messaging, are on the rise There was clearly something fishy afoot when Beth,…


Featured Article: Changes Are Coming to Medicare Drug Costs. What It Means for You.

Please enjoy this educational article from Barron's Medicare’s first round of drug price negotiations has begun, and while that should be a boon to enrollees, you will have to wait a couple of years to reap the benefits. In the…


Featured Article: In Retirement, We Have More Time Than Ever. But We Want to Use It Wisely.

In Retirement, We Have More Time Than Ever. But We Want to Use It Wisely. We have fantasized about this moment for decades. The trick is learning how to savor it. By Stephen Kreider Yoder and Karen Kreider Yoder May 4, 2023 11:00 am ET……


Featured Article: 5 Best Places to Stay in U.S. National Parks

5 Best Places to Stay in U.S. National Parks America’s national parks offer some of the best places to immerse yourself in nature, with stunning coastal and mountain landscapes that provide the ultimate spot for outdoor adventure.…


Featured Article: Dream Retirements Reconsidered

Dream Retirements Reconsidered When deciding on the ideal place for retirement, a little homework can spare you a lot of headaches. By Christine D. Moriarty When it comes to retirement, people often get caught up in the illusion, rather than the…


Featured Article: 401k and Retirement Changes

The 401(k) and IRA Changes to Consider After Congress Revised Many Retirement Laws New policies for retirement saving would go into effect immediately or in the New Year Americans will need to rethink how they save after Congress passed a series…


Featured Article: The 5 Best Places to See an Untouched Winter Wonderland

The 5 Best Places to See an Untouched Winter Wonderland There’s something undeniably magical about a pristine, snowy winter landscape. Smoke rising from chimneys, the Northern Lights dancing above you, hot cocoa warming your hands while snowflakes…


Should You Undo Your Retirement and Go Back to Work?

Should You Undo Your Retirement and Go Back to Work? These Questions Might Give You the Answer. Many retirees have blind spots that could prevent them from seeing why it might make sense to get back to work from retirement, at least part time A…


small business owners

Small Business Owners - Building on a Strong Foundation

Building on a Strong Foundation Small business owners face unique challenges. Learn about strategies and resources that can help you plan for your future. Contact us today to learn more.   Sources