Category: Financial Planning

Jul
3
Unlocking the Benefits of 529 Plans: A Guide for Grandparents
Unlocking the Benefits of 529 Plans: A Guide for Grandparents
What is the best legacy a grandparent can give? Many believe that the best gift is a brighter future through education. Depending on whether you...
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May
30
Aging in Place: Updating Your Home for Comfort and Longevity
Aging in Place: Updating Your Home for Comfort and Longevity
As we navigate through life, our needs and abilities evolve. For many individuals or their aging parents, the concept of “aging in place” has become...
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Apr
25
Understanding and Overcoming the Widow’s Penalty
Understanding and Overcoming the Widow’s Penalty
Losing a spouse is one of life’s most challenging experiences, bringing not only emotional upheaval but often financial stress as well. Unfortunately, many widows face...
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Mar
27
Navigating Election Years: Investing for the Long Haul
Navigating Election Years: Investing for the Long Haul
In the realm of financial planning, election years often bring a flurry of speculation and uncertainty. With political campaigns dominating headlines and policy proposals looming,...
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Oct
26
From Heir to Millionaire: How to Responsibly Manage Sudden Wealth
From Heir to Millionaire: How to Responsibly Manage Sudden Wealth
Inheriting wealth is a double-edged sword; on one hand, it can be a life-changing event, but on the other hand, it comes with its own...
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Oct
2
Children with parents, planning for your aging parent’s financial future
Children with parents, planning for your aging parent’s financial future
It’s an undeniable phase of life: As our parents age, the roles often reverse, and the children become the primary caregivers. At the heart of...
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May
22
Top Four Strategies to Optimize Your Personal & Business Taxes
Top Four Strategies to Optimize Your Personal & Business Taxes
It is no secret that a higher tax bracket presents unique challenges and opportunities to capitalize on and grow your wealth.  Like most investors, you...
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Feb
13
Start Financial Planning for 2023 with Waterworth Wealth Advisors
Start Financial Planning for 2023 with Waterworth Wealth Advisors
After a tumultuous 2022 in the markets, many are ready to set resolutions and rectify any losses from the market volatility last year. At Waterworth...
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