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This article presents five steps that could help focus and enhance a retirement savings strategy in 2021. This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren. Compare the potential future value of tax-deferred investments to that of taxable investments. This calculator

Being a successful financial advisor and problem solver requires more than years of experience and a vast knowledge of economics; it also requires a sincere concern and respect for persons. John puts his clients first. Individuals to corporations seek strategies to help them manage the wide range of risks and exposures encountered in today's business

At Midtown Financial Advisors, we understand that individuals face unique challenges as they consider various aspects of financial planning and investment management. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is to prepare for retirement, save for college, develop an estate strategy, or preserve wealth,

We simplify the labyrinth of financial concepts, so you have confidence navigating a complex world. LoNano Financial Advisors is an independent financial services firm that provides financial planning, investment management, retirement strategies, and insurance protection services. Whether you are at the height of your career, settled into or nearing

Zuraw Financial Advisors have been working for decades to serve our client's needs. We hold CFP, CFA, and CDFA professional designations accepted by the applicable state regulators and SEC. We put our clients' needs at the forefront of our services, and recommend investments based upon individual circumstances, financial situation, expectation of current

Together with our amazing team, we'll help you make a financial plan that can put you on track to reach your retirement goals. Take our FREE Retirement Readiness Quiz and find out what might be your next steps to retirement readiness. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services