News

23
Dec

How to Give Back Without Sacrificing Retirement Savings

Charitable contributions and acts of kindness provide many people with personal satisfaction and a life purpose. However, it is essential to remember that giving back should not jeopardize one’s financial stability. This article outlines practical strategies for making a meaningful impact without sacrificing retirement savings.

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16
Dec

Long-Term Care: Questions, Concerns, and Answers

As we and our loved ones age, long-term care (LTC) becomes an increasingly important consideration. This type of care is designed to pursue health or personal needs over a more extended period, particularly for those who require assistance with daily activities such as bathing, dressing, or taking medications. This article addresses some of the top questions and concerns about LTC and provides related answers.

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9
Dec

How LLIMMT Can Impact Retirement Savings

Retirement savings, essential for independence in later years, can be influenced by numerous factors. Among them are longevity, liquidity, inflation, mortality (the stock) market, and taxes (LLIMMT). Each element plays a crucial role in shaping an individual’s retirement outlook.

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