Top Financial Advice for 2021 We have put together a roundup of the Top Financial Advice for 2021. As we look back over the year, we gathered our top financial tips and advice for you and our clients in 2021. Review our list and click the links to read the full articles on the topics […]
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There are approximately 15 million widows and widowers in the United States, most of them over age 65. According to Census Bureau data, a little over three million of them are under age 65, which can present different options and challenges. All of them faced the challenges of financial upheaval when their spouse passed away,
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Year End Review – What Your Financial Advisor Should Discuss (Part 1) When working with a financial advisor, there are two important reviews you want to be included in your fees – the annual review and a year-end review. The annual review should cover your financial plans and adjust for any life or financial goal
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The Importance of Tax-Efficient Investing When it comes to your investments, it is important to pay close attention and work with your financial planner and tax advisor before making changes, such as selling or taking a withdrawal. If not, you could trigger unintended tax consequences. For example, let’s say that you want to take money
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Retirement is supposed to be a time of relaxation—a reward for the decades of work you performed. But life happens, and sometimes you may need to withdraw more money from your accounts than you had expected. Inefficient withdrawals can lead to you owing more money in taxes than you anticipated — money that is hard
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At Heath Wealth Management, we view goals as life’s destinations, whether it is where you want to be at the end of the day or at some point in the distant future. But there is a big difference between a clearly stated goal with a plan to achieve it, and a hope or a pipe
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