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Reducing your tax bill is an important financial planning goal. Here are five evergreen strategies for shrinking the amount of

If you’re over 65, chances are you’re familiar with Medicare. Some 50 million people are enrolled in Medicare today. But

For most people, current income is the foundation of their financial plan. So it’s important to make sure your income

A 529 savings plan is a tax advantaged account used to pay college expenses. Deposits are typically invested in mutual

Microsoft provides generous company benefits which can help employees build wealth, manage risk and secure their future. It’s important to

If you’re planning to retire early, remember to include health insurance in your financial plan. Medicare eligibility begins at age

Download PDF A few good research articles have been published recently to address the common question, “How does an advisor

Investment questions can be as diverse as the individuals who ask them, but one question that we hear consistently from

Insurance agents often recommend insuring at higher upper limits, while also choosing a higher deductible. That means you will pay

If you’re thinking of setting up a trust, one of the most important decisions you’ll make is who will act

If you have children, especially young ones, you absolutely should create an estate plan to address their security in the

As you plan for retirement, consider using one of the best options for building tax-advantaged savings – a Health Savings

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