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Discover our recent posts

Divorce Planning, Financial Planning

What Financial Specialists Do You Need?

Should you get a financial specialist to help with your divorce? Most people start ...

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Divorce Planning, Financial Planning, Retirement Planning

Is a 30% Difference in Retirement Income Fair and Equitable? The Potential Impact of Social Security on Divorced Retirement Income

Table of Contents ToggleSocial Security and DivorceA Short HistoryBenefits for Divorced PeopleWho Qualifies?More Marriages ...

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Student Loan Planning

Public Service Loan Forgiveness: limited waiver opportunity

Public Service Loan Forgiveness (PSLF) is a loan forgiveness program offered by the government ...

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Financial Planning, Investment Planning, Retirement Planning, Tax Planning

Seven Year End Wealth Opportunities

As we come close to the end of the year, you still have time ...

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Financial Planning, Student Loan Planning

New Graduates’ Guide to Paying Off Student Loans

Congratulations on finishing your degree! Now it’s time to study up on the best ...

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Divorce Planning, Financial Planning, Retirement Planning

Should Your Spouse Join You in a Divorce Workshop?

Should Your Spouse Join You in a Divorce Workshop? As a Financial Planner, I ...

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Financial Planning, Student Loan Planning

Ways to pay off Parent PLUS loans

Table of Contents ToggleIntroductionNate, the public school math teacherDouble ConsolidationReducing the monthly payments Parent PLUS ...

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Financial Planning, Retirement Planning

How You Can Plan to Pay for Long Term Care

Introduction For many of us, LTC may well end up as the single most ...

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Financial Planning, Student Loan Planning, Tax Planning

Student Loan Interest Deduction: How can I claim it?

[thrive_headline_focus title=”” orientation=”left”] It’s time to do your 2020 taxes!  If you have student ...

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Divorce Planning, Financial Planning, Retirement Planning, Tax Planning

Should you value your pension?

[thrive_headline_focus title=”Should You Value Your Pension?” orientation=”left”] Jill came to our office for post-divorce ...

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