Planning matters

Are you “ABLE” to utilize an ABLE account?

An ABLE account, also known as a 529 ABLE or 529A account is a state-run savings program for eligible people in the United States. The ABLE Act, also known as the Stephen J. Beck Jr. Achieving a Better Life Experience Act of 2014 is first of its kind legislation that recognizes the significant costs associated…

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Salary Impacts to Social Security

Isn’t my Social Security benefit based on my last three years of salary? One topic we routinely talk about with clients is when to draw Social Security. Often, that also leads to discussing how much their salary in their final working years will impact the amount of their benefit. 

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What is Smart 911 and why would I need to sign up for it?

Would you know what to do if you or someone you love suffered a medical emergency? Smart 911 is a service that allows Clark County residents to create a free Safety Profile for their household that includes important information for 9-1-1 operators and first responders to have in the event of an emergency. It allows…

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Pearls of Wisdom: Managing a Windfall

It’s the problem everyone wants to have: how should you spend a large additional sum of money? Whether the source is an inheritance, bonus or gain realized on the sale of an asset, the boost to your bank account can create the urge to splurge. As you begin to think about what you might do with your windfall, consider the following tips…

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Are you ready for your raise at 70½?

At the beginning of each year, we spend a lot of time talking with clients about their Required Minimum Distributions, or RMDs. So, what is a RMD and who does it impact?

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