deMauriac
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We assist clients in navigating major life transitions such as the death of a loved one, divorce, career shifts, and going from saving for retirement to the need for strategic income planning in retirement. We provide comprehensive financial planning and guidance that incorporates concerns unique to women including possible career breaks to care for loved ones, gender pay disparities, lifespan..
deMauriac
3w ago
Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances ..read more
deMauriac
5M ago
Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances ..read more
deMauriac
5M ago
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size ..read more
deMauriac
5M ago
It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2023 tax year, which most taxpayers will file in 2024 ..read more
deMauriac
5M ago
Whether you're taking a DIY approach to filing your taxes this year or working with a professional, here are 5 filing tips to help make things a little easier ..read more
deMauriac
5M ago
With inflation hovering near 40-year highs, you may want to consider an investment that can keep up with prices. Here’s how to get started with I Bonds ..read more
deMauriac
5M ago
The average annual healthcare expense per insured individual ranges from $3,800 for 19- to 34-year-olds to $13,000 for retirees. Should you consider utilizing a HSA or HRA to help offset these costs ..read more
deMauriac
5M ago
Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement ..read more