Inheriting an IRA (…and a potential Income Tax Liability!)
Have you been named as a beneficiary to an individual retirement account (often referred to as an IRA)? You may…
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How Financial Planning Helps You Diversify a Concentrated Stock Position
Stock based compensation has become increasingly popular because of the advantages to both the companies and the employees. However, many…
What Is a Living Trust? Key Benefits for You and Your Heirs
Do you know what Jimi Hendrix, Aretha Franklin, and Prince all had in common other than music? They passed away…
Building Your Legacy
Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they…
A House Divided
The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face…
9 Facts About Social Security
Social Security has been a fact of retirement life ever since it was established in 1935. We all think we…