3 min read
George Liakakis: Mar 07, 2022
2020 and 2021 brought unprecedented challenges that forced businesses to do things differently than they’d been done before. What will the rest of 2022 bring? Who knows?—but as long as your business’s foundation is solid, you’re ready for anything....
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4 min read
Michael Callahan: Mar 07, 2022
Comprehensive estate planning and retirement planning can help you plan for any number of possibilities in your own life. But what if your aging...
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Michael Callahan: Feb 23, 2022
Whether you’re currently married, divorced or widowed, your marital status may affect your Social Security planning in several ways. Marriage doesn’t...
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Michael Callahan: Feb 11, 2022
Full retirement age doesn’t necessarily have anything to do with when you stop working. Many people retire long before reaching their FRA, or...
4 min read
Michael Callahan: Feb 11, 2022
Can you count on at least $3,000 a month, or should you be planning on a monthly retirement benefit that’s closer to $2,000? What about your spouse’s...
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Eric Sachetta: Feb 10, 2022
The start of a new calendar year always brings changes to the tax code. This year, new retirement plan distribution rules took effect on January 1st...
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Stephen Ahern: Feb 05, 2022
You’ll get more out of your next tax meeting if you treat retirement planning as a multi-year tax strategy, not a one-time event right before you...
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Joseph Sachetta: Jan 21, 2022
A well-crafted estate plan helps you prepare for any number of possibilities—just like insurance does. In addition to having conversations around...
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Michael Callahan: Jan 11, 2022
“When should I claim Social Security?” is one of the top retirement planning questions that clients have for their financial advisors. It’s...
4 min read
Michael Callahan: Jan 11, 2022
About 180 million American workers are covered by Social Security, and an estimated 65 million people receive Social Security benefits every month....