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federal-retirement-planning

How Much Should You Be Saving for Retirement?

Calculate How Much You Need to Save for Retirement Planning and saving for retirement is an essential part of personal finance. It’s never too early

Retirement-Planning-Workshops-For-Federal-Employees

Want to Delay Required Minimum Distribution (RMD) Until Age 85? You Can with a QLAC

Unlock the Power of QLACs to Maximize Your Retirement with Deferred RMDs Planning for retirement involves navigating various financial strategies and market conditions. On top

fers-retirement-calculator

Renting vs Owning in Retirement – Which is Better?

Renting vs. Owning in Retirement: Pros and Cons for Retirees As retirees transition into their next phase of life, the decision of whether to rent

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States With Inheritance Tax & Estate Tax

State Inheritance Taxes and Estate Taxes When it comes to estate planning and managing your assets, understanding the inheritance tax and estate tax is crucial.

federal-retirement-planning

January 2024 Inflation Update: Consumer Price Index (CPI) at 3.1%

January 2024 Inflation Update: Consumer Price Index (CPI) at 3.1% The Consumer Price Index rose 0.4% compared to a month ago. While it is still

federal-retirement-planning

Know the Difference: Tenants by the Entirety vs. Joint Tenants with Rights of Survivorship

Know the Difference: Tenants by the Entirety vs. Joint Tenants with Rights of Survivorship When acquiring property with someone else, the question of ownership structure arises.

ROTH CONVERSIONS: 2023 IS A GREAT OPPORTUNITY

Roth Conversions: 2023 is a Great Opportunity After a down market like 2022, Roth conversions have become an important topic of conversation with our clients. There are several reasons for this:

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