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News

Our news articles are posted on a regular basis to give our clients relevant and timely information about matters pertaining to our financial services. Browse through our current and archived articles to learn more.

Tag Archives: Wealth Management

What Are the Basic Types of Life Insurance?

                              One of the best ways to protect against the financial consequences of a primary wage earner’s premature death is life insurance. However, only about 6 … Read more

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Financial & Wealth :: What Is a “Stretch” IRA?

Finding a method to leave a lasting legacy to your loved ones without increasing their tax burdens can be difficult and complicated. A “stretch” IRA may be a useful approach that can benefit your heirs for generations to come. A … Read more

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Financial & Wealth :: What Is the Difference Between a Fixed Annuity and a Variable Annuity?

  An annuity is a contract with an insurance company in which you make one or more payments in exchange for a future income stream in retirement. The funds in an annuity accumulate tax deferred, regardless of which type you … Read more

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Financial & Wealth :: How Much Do I Need to Save?

Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what is appropriate for your … Read more

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Financial & Wealth :: What Is a Bond?

When you invest in bonds, you are investing in the debt of a government entity or a corporation. A bond is simply evidence of a debt and represents a long-term IOU. Bonds are issued by federal, state, and local governments; … Read more

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Wealth Management :: What Is an Annuity?

An annuity is a contract with an insurance company that is funded by the purchaser and designed to generate an income stream in retirement. It is a flexible financial vehicle that can help protect against the risk of living a … Read more

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Accounting & Tax :: 2014 Income Tax Bracket Increase Estimates

Alas, inflation is put to good use – taxpayers will be seeing its benefits in the form of tax relief in 2014. The mandatory annual inflation-adjustments as provided under the Tax Code should provide relief.   The American Taxpayer Relief … Read more

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Financial & Wealth :: Save Now or Save Later?

  Most people have good intentions about saving for retirement. But few know when they should start and how much they should save.           Sometimes it might seem that the expenses of today make it too … Read more

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Accounting & Tax :: How to Use the Internal Revenue Service Rules and Regulations to Achieve Estate Tax Savings


The use of trusts known as Intentionally Defective Grantor Trusts (IDGT) may provide the opportunity for estate tax savings by using the IRS rules and regulations in your favor. In this instance, the term defective does not mean that it … Read more

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Financial & Wealth :: What Is a Required Minimum Distribution?

A required minimum distribution (RMD) is the annual amount that must be withdrawn from a traditional IRA or a qualified retirement plan (such as a 401(k), 403(b), and self-employed plans) after the account owner reaches the age of 70½. The … Read more

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