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Income Planning

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

  • Investment Allocation and Risk

  • Income Projections

  • Tax Efficient Income Strategies

  • Roth Conversion ad Tax-Free Income Strategies

  • Bucket Strategies/Spend Down Strategies

  • Charitable/Philanthropic Planning
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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
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A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Couples may be able to head off many of the problems in a marriage that money can cause.
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Assess whether you are running “in the black” or “in the red” each month.
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Here's a breakdown of how the federal government spends your tax money.
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