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Why Everyone Needs a “Digital Death-Cleaning” Plan

Nobody wants to leave a confusing collection of files they can't open, accounts they can't access and assets they can't locate.  Don't be that person!  Click here to read more

By |2024-08-16T11:29:53-04:00August 9th, 2024|Estate Planning|Comments Off on Why Everyone Needs a “Digital Death-Cleaning” Plan

Grief, Then Paperwork: The Messy, Thankless Job of an Estate Executor

After relatives die, there is a tedious, messy process of managing what they leave behind. Click here to read more

By |2024-07-26T15:01:02-04:00July 9th, 2024|Estate Planning|Comments Off on Grief, Then Paperwork: The Messy, Thankless Job of an Estate Executor

Here’s a Tax Break That Married Couples Often Overlook

Saving for retirement can be tough for married spouses who stay home to care for family or otherwise have scant income. Spousal IRAs could help many couples increase their retirement savings. Click here to learn more.  

By |2024-06-25T15:28:48-04:00June 5th, 2024|IRA|Comments Off on Here’s a Tax Break That Married Couples Often Overlook
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