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If you’re an Arkansas, Tennessee or Texas resident, over the age of 55, and have $250,000 or more in a 401(k), IRA or 403(b) account, you could be on the path to paying significantly more in tax than you should be… Free Legal, Financial & Tax Materials to Protect Your Wealth and Loved Ones If […]

Dreaming about retirement often conjures images of relaxation, travel, and pursuing hobbies without the constraints of work. However, to transform those dreams into reality, meticulous planning and budgeting are essential. This blog discusses important steps to achieve financial stability and security in your retirement years. Understanding Retirement Expenses Retirement ushers in a new phase of […]

Estate planning can be tricky business: more often than not, people who want to write an iron-clad will or establish a strong trust want to both save their heirs money and ensure that their arrangements cannot easily be contested. For that reason, many people get confused as to whether they should hire a licensed attorney […]

Introduction Investing and financial planning can seem intimidating to those who have never ventured into the realm of personal finance. However, with the right guidance, anyone can learn how to build a solid financial foundation for the future. In this blog post, we’ll cover the basics of investing and financial planning for beginners, including setting […]

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