Hamilton Wealth Advisors

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Understanding Medicare: Planning for Healthcare in Retirement

Navigating Medicare can be challenging, but taking the time to develop a plan suited to your needs is critical.

As you plan for the golden years of retirement, one crucial aspect that demands attention is healthcare. Not only does the state of your health impact how much you’ll get to enjoy this phase of life, but it can impact your financial security, too. Medicare, the federal health insurance program for individuals aged 65 and […]

Roth vs. Traditional IRAs: Tailoring Your Retirement Savings Plan

Roth vs. Traditional IRAs: Learn what you need to know about eligibility, tax treatment, withdrawal flexibility and more.

As you consider how to best build a secure financial future, one key decision you’ll face is choosing between Roth and Traditional Individual Retirement Accounts (IRAs). Each type of IRA offers unique advantages and considerations, and the choice between them depends on your financial goals and individual circumstances. In this article, we’ll explore the features […]

Building a Legacy: Estate Planning for Couples

Estate planning for couples should include clarifying your values, goals, and the legacy you wish to leave behind.

Estate planning can be a difficult topic to address because it means thinking about your own mortality or that of your loved ones. However, consider that it is not just about preparing for the inevitable; it’s a powerful tool for couples to build a lasting legacy that reflects their values and ensures the financial well-being […]

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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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