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Our Weekly Blog

Before someone dies Thumbnail

Before someone dies

If you live long enough, you’re going to have a family member or close friend die. Compounding an already sad and stressful event, a person’s passing means that someone needs to take over their affairs—which is not a small job. Here are the things you need to do to be prepared.

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Is ESG worth it? Thumbnail

Is ESG worth it?

More and more investors want their investments to reflect their values. Yet, there is a persisting belief that “investing for good” involves a trade-off in performance. Years ago that was largely true but today it is not a given.

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Nearing Retirement?  Which bucket to take from first? Thumbnail

Nearing Retirement? Which bucket to take from first?

So, where do you pull money from if needed? Once you turn 59 ½, money can come out of retirement accounts with no penalty however, ordinary income taxes would be due. Therefore, before age 72, one should calculate how these withdrawals could affect their taxable income as the amount withdrawn would be added to ordinary income.

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