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How do you keep cybercriminals from invading your life? Technology is everywhere; from smart-homes, cell phones, tablets, and even self-driving cars. While technology has made our lives easier, it’s also opened the door for criminals to commit robbery without ever physically entering your home. So, the question is, how do you defend yourself against someone that you can’t even see?

Our Tax Reduction Strategies workshop is designed to give you a better understanding of how taxes are different in retirement and how you could avoid some very common pitfalls.

Maneuvering the complicated arena of government-run benefits can be difficult especially when trying to understand all of the rules. This confusion can lead to errors when applying for Medicaid benefits and while that in of itself can be frustrating, these oversights can end up being expensive.

Trusts, Wills, and Your Legacy

Do you know if your will is enough to achieve your objectives when you pass or are incapacitated? The fact of the matter is there are hidden risks to not having a comprehensive estate plan for your legacy.

Insurance can be tricky. Is it actually possible to be over-insured? How do you really know if you are under-insured? Do I really need to be paying for Long Term Care Insurance and a life insurance policy? At the end of the day, insurance is a way to manage risk.

How do you keep cybercriminals from invading your life? Technology is everywhere; from smart-homes, cell phones, tablets, and even self-driving cars. While technology has made our lives easier, it’s also opened the door for criminals to commit robbery without ever physically entering your home. So, the question is, how do you defend yourself against someone that you can’t even see?

IRA planning is a complex process. The decisions baby boomers make now can have a tremendous impact on their overall retirement plan.