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“Our company and its affiliates are established leaders in the financial services industry. We offer customized guidance and strategies to our clients.”
WHY SHOULD I THINK ABOUT MAKING AN ADVANCE DIRECTIVE?
It’s safe to say that when it
comes to your own health care, no one knows your medical history, your support
system, what works for you, and what doesn’t work for you better than you do.
But suppose -- because of an
injury or illness -- that you are no long able to make your own health care
decisions.&nb [...]
It’s safe to say that when it
comes to your own health care, no one knows your medical history, your support
system, what works for you, and what doesn’t work for you better than you do.
[...]
THINGS YOU MAY WANT TO KNOW ABOUT THE SECURE ACT AND HOW IT MAY IMPACT YOUR RETIREMENT PLAN AND ASSETS
On Dec. 20, 2019, the SECURE (Setting Every Community Up for Retirement Enhancement) Act was passed into law. Two key provisions of the SECURE Act that you should note include:
1. Delays the age for required minimum distributions (RMDs) from 70 ½ to 72.
2. Eliminates the lifetime “stretch” IRA option requir [...]
On Dec. 20, 2019, the SECURE (Setting Every Community Up for Retirement Enhancement) Act was passed into law. Two key provisions of the SECURE Act that you should note include:
1. Delays the age f [...]
THE GO-GO, SLOW-GO AND NO-GO YEARS
With 30 years of experience, I’ve learned that being frank with people is
a requirement of my job. Being frank is not
always easy, but it is necessary in order to have an open, effective and
results-driven relationship with my clients
Not too long
ago, I came across an article that proposed using one easy p [...]
With 30 years of experience, I’ve learned that being frank with people is
a requirement of my job. Being frank is not
always easy, but it is necessary in order to have an open, effective and
[...]
