There seems to always be confusion about spousal Social Security benefits. Learn when to take it and how much spousal benefits can be claimed.
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Wondering when to take Social Security? Consider these 10 key factors before making your decision.
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In this article, we will delve into the intricacies of capital gains, the impact on your investments, the tax implications, and how losses can be managed.
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Imagine that feeling of knowing you’re on the right path, regardless of what’s going around you. A second opinion can help you get there.
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In any business distinguishing between being sold something and receiving genuine advice in your best interest can be challenging, but there are a few
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Curious about safeguarding your loved ones’ future—but not sure where to start? Read on to consider and prepare your family legacy plan.
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Additionally, this case study highlights the importance of proactive financial planning and education for all couples, regardless of who takes the lead in
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The Secure Act 2.0 eliminated the stretch IRA for non-spousal beneficiaries, impacting long-term tax planning for heirs. This case study delves into the
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Looking to build a solid retirement plan? Your 401(k) or 403(b) may be the key…
Could a 401(k) or 403(b) hold the key to a successful retirement? You may be
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I’m speaking to you from a personal perspective. One of the topics we speak to clients about is Long Term Care. It’s no secret that the cost of long-term care
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Without a thorough review, family members may have to interpret the trust's provisions themselves, leading to misunderstandings and disagreements that could
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Amid all the talk about bank failures, read the article written by the President of The Pitti Group Wealth Management - Salvatore Pitti on safeguarding your
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