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We help individuals and families work toward achieving their ideal retirements.

Wills Are Extremely Important Parts Of Estate Planning

June 1, 2019

Wills are extremely important part of estate planning. For confidence that your estate plan fulfills your intentions, speak with your attorney or planner on the proper titling of your assets. Click here to read more

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Estate Planning Conversations Eventually Focuses On The Children

May 30, 2019

Every estate planning conversation eventually focuses on the children, whether they are still minors or are grown, established and independent. Click here to read more.

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Being Concerned About Your Parents Financial Well-being In Retirement Could be Hurting You

May 28, 2019

People who are concerned about their parents’ financial well-being in retirement may be sacrificing their quality of life today out of concern for their own financial future. Click here to read more.

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Speak With Your Estate Attorney Or Financial Planner for Guidance On How Your Company’s Benefits Should Be Titled

May 25, 2019

You should consider speaking with your estate attorney or financial planner for guidance as to how your company’s benefits should be titled; revising your beneficiary designations only takes a few minutes. Click here to read more.

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The Lies People Tell Themselves About Estate Planning

May 23, 2019

The lies people frequently tell themselves to delay or avoid estate planning altogether. Click here to read more.  

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3 Handwritten Wills Have Been Found in Aretha Franklin’s Home

May 21, 2019

Months after the “Queen of Soul” died, three handwritten wills have been found in the Metro Detroit home of Aretha Franklin, including one that was discovered under cushions in the living room, a lawyer said Monday. Click here to read more.

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Raising The Social Security Age Will Leave Workers With Two Bad Choices

May 18, 2019

Raising the Social Security retirement age for “full” benefits leaves workers with two bad choices: working longer or living on reduced monthly benefits for the rest of their lives because raising the retirement age cuts benefits. Click here to read more.

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Average 401(k) employee contributions are rising, but don’t make even half of the maximum limit.

May 16, 2019

This article is about how average 401(k) employee contributions are rising, but don’t make even half of the maximum limit. Click here to read more.

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Please Get Your Estate Plan Done, And Soon.

May 13, 2019

Please get your estate plan done, and soon. You never know what surprises life will bring that will invoke your estate plan. Click here to read more.

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When Is It time To Start Planning For End Of Life?

May 10, 2019

Is it time to have “the talk” with your loved ones about your end-of-life wishes? Click here to read more.

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Most People’s Retirement Savings Isn’t Enough

May 8, 2019

How ready are you for retirement? If you’re like most people, the answer is not ready enough. Americans’ average retirement savings are tragically far short of what they’ll need. Click here to read more.

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Why You Should Never Touch Your 401(k)

May 7, 2019

Don’t touch your 401(k)! Click here to read more.

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