Latest articles by Carlos Dias Jr., Wealth Adviser
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7 Big Retirement Risks to Avoid
As people live longer and costs keep climbing, we offer some tips on how to navigate the changing retirement landscape.
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Check Your Financial Adviser Now (and Every Year) or Regret It Later
wealth management Fewer than 10% of investors use such free background checks as Investor.gov, BrokerCheck or IAPD to check their financial advisers’ backgrounds. These online tools are easy to use and full of important information, so get clicking.
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Estate Planning Is More Important Than You Think
retirement Estate planning ensures financial security for your loved ones if something should happen to you by protecting your hard-earned assets – such as your home, investments, retirement accounts and life insurance.
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Retirement and Estate Planning Opportunities after the SECURE Act
retirement Have a big IRA or a trust? Your strategies for limiting the tax burdens on your beneficiaries may have just changed ... a LOT.
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What to Know Before Purchasing a Long-Term Care Rider
Long-Term Care Insurance Do you know the difference between a long-term care rider and chronic illness rider? Section 7702B and Section 101(g)? If you're contemplating a life insurance policy or annuity with a long-term care rider, make sure to understand the key terms.
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Avoid These Mistakes with Your Retirement Income Plan
Making Your Money Last Because we are living longer, retirees need to find sustainable sources of retirement income. Make sure you're avoiding the following mistakes when planning for retirement income.
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Retirees: Don’t Make the Same Mistakes Before a Market Correction
investing Take some lessons from the mistakes many retirees made during the downturn that socked stocks in 2008. By adjusting accordingly, you don't have to fear outliving your retirement portfolio, even if you're about to retire.
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5 Charitable Planning Options That Can Save You Money on Taxes
Tax Breaks Due to recent changes in the tax law, charitable planning is becoming an intricate part of tax, estate and gift planning. It's important to plan now while opportunities still exist.
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What to Know Before Purchasing an Annuity Income Rider
retirement Do you know the difference between a GLWB and a GMIB? A roll-up rate and a payout rate? If you're contemplating a fixed indexed or variable annuity with an income rider, make sure to understand the key terms so you can effectively compare your options and see which offers the best bang for your buck.
