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Pre-Retirees & Retirees

Investment Fundamentals: Remembering Years Past.

“There were so many big events competing for our attention this last year …,” said nearly every investor, almost every year, ever. We’re not making light of last year’s uncertainties. Inflation is real and lingering; we can’t rule out the possibility we’ll still see a recession instead of the hoped-for soft landing (although neither has been reported yet). Heightened levels of market volatility across stock and bond markets alike may have left you once again

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What’s in the SECURE 2.0 Act?

How will the Secure 2.0 Act affect your retirement? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was just enacted at year-end on December 29th, 2022. Both pieces of legislation seek to reform how Americans prepare for retirement while juggling current spending needs. How, when, or will each of us retire? How can government incentives, regulations, and safety nets help more people safely do so—or

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Life 2.0: Financial Considerations When Exiting the Corporate Life

If you’re a C-suite executive who plans on exiting the corporate life, you may want to take your foot off the proverbial accelerator. While visions of sipping a margarita by the beach alongside your loved ones may be filling your daydreams, we also know you’d like the peace of mind that financial security brings when you do make your departure. Before making life-altering decisions like retirement or career changes, you’ll want to make sure your

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Hidden Healthcare Costs in Retirement

Most people begin to form a picture of what they’d like their retirement to look like as the years progress. They may have a good sense of where they want to live, who they want to spend their time with, and what activities they’d like to enjoy. While some aspects of this hypothetical “retirement brochure” can have costs reasonably estimated, there are other items that are less concrete, or that may get overlooked altogether. One

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Five Estate Planning Myths Debunked

No one likes to face their own mortality, but estate planning is an important part of every individual’s life. It can be easy to push these plans off into the future, but setting aside time now to get these items squared away can provide peace of mind for yourself as well as your loved ones. Here are some common misconceptions about estate planning along with an explanation of why they are dangerous myths. I have

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Key Features of Executive Compensation Packages

Whether evaluating competing offers for a new position or placement, or desiring to broaden understanding of a current package, looking at the key components of executive compensation packages can be a valuable exercise. Doing so can help ensure fair and equitable earnings are being offered and can help an executive avoid common mistakes and pitfalls that can prove quite costly. It’s important for an executive to approach their compensation in the same way they might

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