The Stock Market: Ebb and Flow

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It is often difficult to tell which waves will have a bigger impact. From the shallows, some waves appear massive in the distance, but do not pack much of a punch.  Conversely, there are small ripples that, when they reach you, become a sizeable force. The Stock Market is the same. It constantly ebbs and […]

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A Tax Strategy to Consider: RMD & QCD

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In school we were told to know our ABC’s, but if you are over the age of 70 ½ and have an IRA or 401(k), you should really know your RMD’s. Required minimum distribution (RMD’s) is the amount that a person is required to withdraw from their tax-deferred retirement accounts every year.  These mandatory distributions […]

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Elder Care: Communication is Key

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The key to any relationship is communication – even if the topic may be a difficult one.  Establishing a plan for your loved one as they age is essential to ensuring that their needs and wishes are met.  Oftentimes, we feel, as children, that this topic is too upsetting for our parents or grandparents to […]

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Succession Planning : Communication Is the Key to a Seamless Transition

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You’ve worked hard to establish and grow your business. You’ve provided quality products and services to your clients – establishing a reputation built on trust and loyalty.  You’ve built your team of trusted employees who have shown support and dedication to you and your clients throughout the years. You care about your business – and […]

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