Personal Finance

Managing Taxes in Retirement: Tips and Strategies

Retirement comes with plenty of unknowns. In fact, nearly half of retirees underestimate how long they will live by five years. That means whatever money they have in their retirement accounts has to stretch even farther. In order to make the most of their hard-earned money and their retirement years, it’s important for retirees to […]

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Couple meeting with financial advisor

Main Street vs Wall Street — How is a Local Financial Advisor Different from a Big Investment Firm?

What comes to mind when you think about managing your money? Many people think of Wall Street. They picture the giant investment firms of New York City, looming large in their skyscrapers. They hear the hub-bub of a packed lobby and busy brokers racing from one client to the next. For some people that image

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