DETERMINING IF IT MAKES SENSE TO MOVE OR REMODEL
Ensure you understand the available financing options.
Tax
A/D Juicebox A Year In Review; A Year Ahead (Dec 15th)
We are happy to present our A/D JuiceBox Webinar Series. JuiceBox will provide current events, financial planning strategies, taxes, investments, and general business updates.
In Case You Blinked
If you are planning on maximizing your retirement plan contributions again next year or for the first time, there are some cost of living increases that will go in effect. Be sure to increase your contribution level accordingly.
CELEBRATE SMALL BUSINESS SATURDAY
November 27, 2021, marks the 12th annual celebration of small, neighborhood businesses
NOVEMBER IS LONGTERM CARE AWARENESS MONTH
ADVANCED PLANNING CAN HELP ALLEVIATE SOME OF THE PHYSICAL, EMOTIONAL, AND FINANCIAL CHALLENGES ASSOCIATED WITH THOSE REQUIRING LONG-TERM CARE.
Long-Term Care Costs & Choices
You or someone you love may need long-term care at some point in your life. Planning ahead can help ease your concerns about the cost of care.
FINANCIAL PLANNING FOR WOMEN
There are important planning considerations for women to help them reach their financial goals.
HIGH-NET-WORTH INDIVIDUALS AND CHARITABLE GIVING
Benevolence does not have to come at the expense of tax savings.
Estate Planning 101
Tips for organizing your estate to preserve your assets for your designated beneficiaries.
