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Plan-Ahead-to-Meet-Rising-Retirement-Healthcare-Costs
Plan Ahead to Meet Rising Retirement Healthcare Costs

Plan Ahead to Meet Rising Retirement Healthcare Costs

Protect Your Financial Future by Taking Action Today With healthcare costs on the rise, American retirees must prepare to afford significant health and medical expenses

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A diversified investment portfolio is a cornerstone element of wealth-building, so learn how to refine your strategy.
Crafting a Diversified Investment Portfolio for Long-Term Growth

Crafting a Diversified Investment Portfolio for Long-Term Growth

Investing is a journey, and the path to financial success often requires a well-crafted and diversified investment portfolio. Whether you’re just starting with investing or

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10 Steps to a Happy and Healthy Retirement
10 Steps to a Happy and Healthy Retirement

10 Steps to a Happy and Healthy Retirement

After Decades of Hard Work, You Deserve a Fulfilling Retirement Most of us spend our working years with one overarching goal in mind: retirement. You

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Navigating Social Security: Starting Your Year with Strategic Planning

Navigating Social Security: Starting Your Year with Strategic Planning

As we usher in a new year, it’s a perfect time to embark on a journey of financial foresight and strategic planning, especially when it

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Optimizing your IRA and strengthening it for your retirement years requires proactive strategies and annual assessments.
IRA Contributions and Distributions: Optimizing for the Upcoming Year

IRA Contributions and Distributions: Optimizing for the Upcoming Year

As the year concludes, it’s an opportune time to assess and optimize your Individual Retirement Account (IRA) strategies for the upcoming year. Whether you have

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Discover effective strategies with our year-end financial checklist to review and strengthen your financial standing as you prepare for the new year.
Year-End Financial Checklist: Closing Your Fiscal Year Strong

Year-End Financial Checklist: Closing Your Fiscal Year Strong

Optimizing Your Finances: A Comprehensive Guide to Year-End Preparation As the year draws to a close, it’s an excellent time to review your finances and

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Advanced Tax Strategies for High Net Worth Individuals
Advanced Tax Strategies for High-Net-Worth Individuals

Advanced Tax Strategies for High-Net-Worth Individuals

Tackle your New Year’s financial goals by adjusting your retirement plan contributions to optimize your savings.
Adjusting Your 401(k) Contributions: Preparing for the New Year’s Financial Goals

Adjusting Your 401(k) Contributions: Preparing for the New Year’s Financial Goals

Emergency Preparedness and Financial Security: 7 Steps to Take Today

Emergency Preparedness and Financial Security: 7 Steps to Take Today

Create your philanthropic legacy – and enjoy tax advantages – through the use of a Donor-Advised Fund.
Designing a Philanthropic Legacy: Using Donor-Advised Funds in Estate Planning

Designing a Philanthropic Legacy: Using Donor-Advised Funds in Estate Planning

Discover tips on smart gifting and charitable donations to maximize tax benefits and make a meaningful impact at year’s end.
Smart Gifting: Year-End Tax Strategies for Charitable Donations

Smart Gifting: Year-End Tax Strategies for Charitable Donations

If giving back is meaningful to you, consider your options for charitable estate planning, including utilizing giving funds.
Incorporating Giving Funds into Wills and Trusts for Effective Charitable Estate Planning

Incorporating Giving Funds into Wills and Trusts for Effective Charitable Estate Planning

Access FREE Financial Planning Resources

Guide: Fundamentals of Estate Planning
The Importance of Designating Beneficiaries
Guide: Making the Transition to Retired Life
Birth of a Grandchild Guide
Guide: What to Consider in your Charitable Giving Plan
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Investment advisory services are offered through Hamilton Capital Advisors, LLC, a state-Registered Investment Advisor. Insurance and annuities offered through Hamilton Wealth Advisors, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hamilton Capital Advisors, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Any comments regarding safe and secure products and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.

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