Our 15th Annual Shredding Party, held on May 1st, was a great success despite the “shredded” water that fell from the sky, thanks to robust community
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Some of our clients have become second-generation millionaires through inheritance. Of those, some knew a sizeable inheritance was coming their way, while
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Self-made successful people have my deepest respect. Anyone who has worked hard for something appreciates the time, effort and discipline that it takes to
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Planning for retirement can seem intimidating and is often filled with ambivalence. On the one hand, we fantasize about how great it would be to have a
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We meet with a substantial number of people each year who are preparing for retirement. If you are planning on retiring, the thought of structuring your
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We have many clients who have been dedicated, hard-working long-time employees performing the same job within the same location, but with a few different
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I was talking with a long-time client recently who was reminiscing about what it was like to go through a corporate merger, as an employee. Change is not easy
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I had a client retire from her career at an early age, in her mid-50’s. It was a big decision, as both her employment and her financial circumstances changed
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For the past 11 years since John and his wife have been my clients, John has always spoken positively about his job. Knowing how his work was a significant part
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Sometimes, you will hear someone say about another person “they have money!” I have found that interesting as I have never worked with anyone who simply “has”
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I met with a hard-working, bright, and successful couple yesterday via video conference. I have gotten to know them more intimately over the past year or so
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ROTH IRAs can be an incredible tax opportunity for many. If your income falls below certain thresholds updated each year by the IRS, you are allowed to
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