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You wouldn’t park a high-performance vehicle in the garage for a decade and expect it to run perfectly on the first try. Yet, this is exactly how many families treat their estate plans. Discover why a 'set it and forget it' approach is the silent killer of wealth preservation, and how to protect your legacy from the rust of changing tax codes.

Most business owners start with a simple goal: make a profit. But as your business matures to a staffed organization, your financial needs change drastically. If you are still relying on the same savings account or basic IRA you opened years ago, you are likely leaving significant tax deductions on the table. Discover how to align your retirement strategy with your current level of success.

Losing a loved one is devastating. The emotional weight is immediately compounded by crushing financial uncertainty.

Retirement is a journey, not a static destination. While online calculators offer a basic starting point, the complexities of real-world spending patterns, market dynamics, and personal goals require a more sophisticated and individualized approach.

The peace of mind you've built through years of hard work shouldn't end up as a windfall for the US Treasury. Without careful planning in the wake of the SECURE Acts, that's a very real possibility for your hard-earned 401k and IRA. The old "stretch IRA" is largely gone, replaced by complex rules that could lead to higher tax liability.

Planning for retirement is becoming more difficult with the Social Security endowment fund running out of money. The Congressional Budget Office proposed policies to prolong the programs funding could have a crippling impact on your future as most options appear to lead to lower benefits for beneficiaries.

With the cost of college continuing to skyrocket, families are feeling the stress of how to pay for college. Parents have been co-signing for Parent PLUS loans to help their children pay for their education. Most parents are older today than they were in the 1980’s and have less time to adjust their retirement plans from an unexpected expense entering or during retirement.

December is when we take time to reflect on the year’s accomplishments and progress towards our goals. However, there is still some time to review and implement a couple of items as part of your tax strategy before December 31.

The COIN is comprised of six vital pieces we feel are essential to your financial plan. With our team of experienced financial planners, accountants, and attorneys, we help our clients reach their goals.

You might think that financial planning is a complicated formula used in finding the perfect amount you need to save for financial security. Your financial plan should provide a means to an end, a map to follow.