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Pioneer Press: It’s Life Insurance Awareness Month

Most people don’t want to think about life insurance. But if others rely on you financially, you need to consider how much you or your loved ones risk losing without it. Life insurance can be an affordable way to take care of your family or loved ones in the event something happens to you. Some types of insurance even provide living benefits, including funds that you can use while you’re alive to buy a home, supplement your retirement income, or cover emergency expenses.
Sep 1, 2023
Media appearances

Pioneer Press: Tax Smart IRA Distributions

In our practices, we often have older clients who have built a substantial balance in their qualified accounts such as traditional IRAs or 401(k) plans. In many cases they don’t need to take income from these accounts when they reach age 73, the new start date for taking required minimum distributions (RMDs).
Aug 4, 2023
Media appearances

Pioneer Press: Tax-Law Changes Are Coming; Be Prepared

Several significant tax-law changes are looming on the horizon — even if they may not arrive until the end of 2025. Because changes to tax policy often can be anticipated, and certain steps are taken to lessen their impact on taxpayers, now is the time to consider the implications for your investment portfolio and financial plan. What’s changing in tax policy at the end of 2025?
Jul 7, 2023
Media appearances

Pioneer Press: Thinking Outside of The Bucket List

Let’s assume you’ve done a good job saving through your retirement account at work or on your own through a brokerage or bank account. Maybe you’ve been thinking — what’s next? What will you need this money to do? Of course, you want to be sure it will help you maintain your lifestyle during a retirement that could last 20 or 30 years or more. You’ll also need enough to handle the tax bill that will come each year.
May 12, 2023
Media appearances

Pioneer Press: Why Financial Literacy Matters

Financial literacy is knowing how to make smart decisions with your money. And sadly, too few Americans understand how to create a budget, manage a credit card, or save and invest for major goals such as a first home or retirement. The US Financial Literacy and Education Commission has issued give building blocks of financial literacy (c“My Money Five”) that everyone should master when making day-to-day decisions about their finances.
Apr 14, 2023