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August 2022
Social Security Planning
When to start taking your Social Security benefit is one of the most important retirement planning decisions you will face. You’ve been paying into the system your whole working life. Our wealth adviser David Jenkins shows you how to get the most out of it.
Find out more »September 2022
Managing Healthcare in Retirement
Now is the time to start planning for health care expenses in retirement. Find out what you need to do to obtain the coverage you need and protect against rising costs.
Find out more »October 2022
Year-End Planning
There are just a few weeks left in the year, and it’s time to focus on your year-end financial check-list. For Q4, there are several things that you should consider. Some are tax-related, others are planning items, and yet others are investment-related. Now is the time to review this list to ensure that you are prepared for the upcoming year.
Find out more »November 2022
Charitable Giving
We are all philanthropists through our payment of taxes that supports our society and humanity. The big question is, do you want the federal and state government to decide on the impact you will have, or do you want to take more control and potentially redirect what you could pay in taxes to the people, causes, and organizations you care about?
Find out more »December 2022
2022 Financial Year in Review
Join us as we take a look back for a 2022 financial year in review.
Find out more »
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