Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

The Social Security Administration Announces 2022 COLA

5.9% is the biggest COLA increase in decades. On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive […]

Make the most of Medicare’s Open Enrollment Period

Medicare’s open enrollment season is upon us. That means from now until December 7th, you are able to make changes to your Medicare Advantage and […]

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