Retirement Planning

July 12, 2024
No Estate Tax
July 12, 2024
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If There Is No Estate Tax, Do You Still Need an Estate Plan

A common question we are asked is if there is no estate tax, is there still a need for an estate plan? If a person passes […]
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May 23, 2024
Family Farm
May 23, 2024
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Six Reasons Why Estate Planning is Important to Family Farmers

Estate planning is a crucial process for anyone with assets and family responsibilities, but it holds particular significance for farmers. The agricultural sector is unique in […]
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March 8, 2024
March 8, 2024
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Buying vs. Renting: Navigating Homeownership in Retirement

As retirement approaches, many people face many important decisions. One decision is whether they should buy or rent a home. Whether they are relocating, downsizing, or […]
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March 22, 2023
Middle aged couple doing retirement planning at home.
March 22, 2023
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Myths and Misconceptions About Retirement Planning

Numerous studies have shown that Americans’ greatest fear regarding retirement is running out of money. Even so, myths abound about planning for retirement, Social Security, the […]
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April 21, 2022
April 21, 2022
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What You Need To Know About Possible Health Care Costs In Retirement

When thinking ahead about your retirement, most people start with a strategy designed to help replace a portion of their working life income. Unfortunately, this leaves […]
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March 3, 2022
March 3, 2022
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More People Report Feeling Concern Over Planning for The Future

Do you have a plan for your future? How will you pay for retirement? What will your retirement look like? And do you have funds or […]
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May 19, 2021
May 19, 2021
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Is Your Net Worth on Par with Retirement Peers?

As you budget for retirement and the possibility of long term care, these concerns intersect directly with planning for your estate. Since you’ll have unique needs […]
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January 20, 2021
January 20, 2021
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Have You Made a Retirement or Estate Plan with Inflation in Mind?

Inflation can have significant impacts on your ability to save for your own future. Although Americans are generally worried about the rising costs of retirement, some […]
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July 22, 2020
July 22, 2020
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What to Keep in Mind When Planning for Retirement as a Married Couple

There’s a good chance you’ve already had some conversations with your spouse about retirement to get on the same page about what it looks like for […]
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