Financial Planning Checklist: Preparing for Retirement

Author: Mike McGrath 

The idea of waking up late on a Tuesday morning and having nothing to do other than lunch with a friend and/or a long hike sounds like a pipe dream when we are in our 20s and 30s.  If we were smart enough then (or had proper guidance advice), we would have started saving then--at least what little we had left after mortgages, braces, and car repairs.  However, as we move through our mid-40s into our 50s, our unpreparedness feels like Monday evening when we aren’t quite ready for Tuesday morning to arrive.

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Estate Planning Checklist for Your Family Survivors

Author: Laura Knolle

No matter how young or old you are, the last thing you probably want is to create a problem for your family when you’re not there to help them figure out how to solve it.

Yet according to a recent study, 60 percent of American adults don’t have a will or living trust. What’s more, only 29 percent of adults have a living will. So, if you’re just getting around to planning your estate, you can take comfort in the fact that countless other Americans are in your position.

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What to Expect from The Nation’s New Tax Law

The Tax Cuts and Jobs Act that emerged from the conference of House and Senate Republicans and was signed into law by President Trump makes many significant changes to the nation’s tax code. Some are intended to be permanent, while others will expire after 2025 unless renewed. What’s in the new tax bill? And how will the latest changes in our tax code affect you? We’ve prepared a summary of some of the key tax changes for 2018 and the years ahead.

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Money Inc.: 4 Money Lessons from Game of Thrones

Author: Sean Cartin

Being a financial advisor, I can’t help but look at how movies, tv shows , and books use money in their stories. I’m always looking for the good ones, and funny enough, Game of Thrones addresses money in some of the most sophisticated ways possible. I wrote an article for Money, Inc. on this very topic, sharing how GoT can help you better understand your finances.

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Trump's Tax Plan for 2017: What Should Investors Expect?

Author: Lynn Ballou

President Trump has proposed several key tax changes that could affect the retirement outlook for savers. But the realities of Washington politics mean that any comprehensive Trump tax plan is a work in progress. Specific Trump tax policy, as well as a broader Trump economic plan, will take shape over the months ahead. Based on what we currently know about proposed Donald Trump tax rates and other Trump tax proposals, we can look at changes that warrant attention moving into 2017 and beyond, if the President’s plans come to fruition.

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